Investing

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Mary Beth Franklin: Talk health care to clients — or lose them
RETIREMENT PLANNING NOV 06, 2012
Mary Beth Franklin: Talk health care to clients — or lose them

New survey shows few advisers are confident discussing medical costs; big price for ignoring the topic

By Mary Beth Franklin
ETF fee war heats up some more as Schwab fires back
ETFS NOV 06, 2012
ETF fee war heats up some more as Schwab fires back

Brokerage lowers its charges in challenge to Vanguard; BlackRock on the same trail

By JKEPHART
Rochdale seeking rescue after Apple trades sour
EQUITIES NOV 05, 2012
Rochdale seeking rescue after Apple trades sour

Brokerage that employs bank analyst Dick Bove in advanced talks on deal.

By Gregory Crawford
ALTERNATIVES NOV 05, 2012
The unspoken cost of liquid alternatives

Retail products introduce a liquidity premium

By Jeff Benjamin
Flat COLA: Medicare hikes will offset Social Security increase
RETIREMENT PLANNING NOV 05, 2012
Flat COLA: Medicare hikes will offset Social Security increase

The Social Security Administration on Tuesday announced that the cost-of-living-adjustment for 2013 will be a measly 1.7%. And as Mary Beth Franklin points out, that small increase could be gutted by hikes in Medicare premiums.

By Mary Beth Franklin
ALTERNATIVES NOV 05, 2012
Taking the alternatives route to portfolio construction

By MFXFeeder
Low-cost long-term care? It's a southern thing
RETIREMENT PLANNING NOV 04, 2012
Low-cost long-term care? It's a southern thing

States below the Mason-Dixon line least expensive for nursing homes, assisted living

By Darla Mercado
RETIREMENT PLANNING NOV 04, 2012
MassMutual keeps payout at 7% for '13

By Darla Mercado
EQUITIES NOV 04, 2012
Cajoling Gen X to get their feet wet

By MFXFeeder
MUTUAL FUNDS NOV 04, 2012
Survey: American Funds rates high among advisers

By JKEPHART
LIFE INSURANCE AND ANNUITIES NOV 04, 2012
Insurers prepare for new risk management law

By MFXFeeder
ETFS NOV 04, 2012
Second bank loan ETF on the runway amid hunt for yield

By JKEPHART
Behind BlackRock's latest salvo in ETF price ... contretemps
ETFS NOV 02, 2012
Behind BlackRock's latest salvo in ETF price ... contretemps

Fee cuts are part innovation, part marketing brilliance; don't call it a war, though

By Jeff Benjamin
Stock, bond certificates in vault damaged by Sandy flooding
EQUITIES NOV 01, 2012
Stock, bond certificates in vault damaged by Sandy flooding

Damage control is admin, logistical problem, not economic, DTCC says.

By Gregory Crawford
Which fund firm is the favorite of advisers?
MUTUAL FUNDS NOV 01, 2012
Which fund firm is the favorite of advisers?

Despite outflows, American Funds remains top-of-mind; 'very successful relationship'

By JKEPHART
EQUITIES NOV 01, 2012
No matter who is president, jitters will persist

By Jeff Benjamin
MUTUAL FUNDS NOV 01, 2012
Hidden Johnson billionaires found in Fidelity fund empire

The Johnson clan is worth $22 billion, according to the Bloomberg Billionaires Index.

By Bloomberg
EQUITIES OCT 31, 2012
IntercontinentalExchange to acquire NYSE Euronext

Combo of stock exchange, futures market could reignite exchange merger mania.

By Gregory Crawford
ALTERNATIVES OCT 31, 2012
Franklin angles into alts with major acquisition

Acquisition expands retail-focused shop's push into alts

By Jeff Benjamin
ALTERNATIVES OCT 30, 2012
Rise in offbeat investments correlated to 'correlation crisis'

By Jeff Benjamin