Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list
Investors in U.S. Treasuries are being lulled into a false sense of security by positive returns this year because yields aren't high enough relative to inflation, according to Bill Gross.
Independent broker-dealers and their representatives are contending with the potentially thorny issue of re-pricing shares of nontraded REITs — illiquid, long-term investments in commercial real estate
Thomas Soviero has replaced Ken Heebner at the top of the mutual fund rankings.
Leery of Treasurys? Agency debt and bank loan ETFs can make for good alternatives
Bond giant big on junk bonds from Indonesia; 'improving credit story'
You'll have a hard time finding a better portfolio manager than Dennis Stattman. So why is the famed PM of BlackRock's flagship fund steering clear of the hottest investment going?
Asset manager seeks approval to use own benchmarks for exchange-traded funds; separating itself from the pack
A compilation of research shows that exchange-traded-fund investors are wealthier, younger, and more engaged than their mutual fund counterparts -- in other words, practically perfect clients. So why aren't more advisers embracing ETFs?
GeoInvesting questioned claims made by mainland breeder -- and was proven right; 'we had no choice'
Annual levy for exchange-traded fund will be 0.55%, while fee for namesake mutual fund is 0.46%
Regulators said to be concerned about funds not truly tracking underlying indexes, as well as vulnerability to short sales
Fairholme boss surprised by flap over his activism at property company; 'will think long and hard about doing it again'
Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.
Volatility comes with the territory, says fund manager; sees Korea, Russia as good values right now`
During his years as an investment manager at such big firms as Smith Barney Inc. and Lehman Brothers Holdings Inc., Bruce Berkowitz learned firsthand the dangers of going along with the crowd. “You would have an investment meeting with 12 to 20 people around the table, and an idea would be discussed, and everyone would feel the need to add their input,” he said.
Balances in HSAs — tax-advantaged medical savings accounts — grew to some $11.7 billion in total assets, reflecting a 31% increase over last year.
The U.S. will review health insurer requests to raise premiums for individuals and small businesses at least 10% in 10 states, ruling that local regulators aren't adequately policing rates.
A new report finds that VA customers don't read prospectuses — and with the some of the documents running upwards of 200 pages, it's easy to understand why.
