News

Displaying 43024 results
RETIREMENT PLANNING DEC 30, 2014
Disastrous year looms for U.S. bonds, say forecasters

Prices set to fall as interest rates rise and the economy picks up steam, say prognosticators, who haven't been this bearish since 2008.

By Elizabeth MacBride
EQUITIES DEC 30, 2014
Stocks and the economy are hooked on the Fed's punch bowl

Policy critics charge the markets are 'artificial,' but some strategists say the central bank can manage continued stimulus pullback.

By Jeff Benjamin
RETIREMENT PLANNING DEC 30, 2014
Understanding Social Security rules for divorced spouses

Hint: The magic age of 66 applies to exes, too.

By Mary Beth Franklin
PRACTICE MANAGEMENT DEC 30, 2014
Galvin expands investigation of Schorsch empire

Amid <a href=http://www.investmentnews.com/article/20141218/FREE/141219906/schorsch-accused-of-manipulating-arcp-books-suit target=&quot;_blank&quot;>allegations that Nicholas Schorsch ordered underlings to alter financial records</a>, the Massachusetts regulator expands probe to include American Realty Capital Properties.

By Bruce Kelly
RETIREMENT PLANNING DEC 30, 2014
Advisers can answer divorced clients' Social Security questions, except one

Clients must contact SSA directly to get benefit estimates on ex's earnings.

By Mary Beth Franklin
EQUITIES DEC 29, 2014
The predictable downside of chasing performance

The last <i>Breakfast with Benjamin</i> menu of the year features: A cautionary tale on chasing performance; why active management is not dead yet; cheap oil claims its first energy-sector victim; and a reminder that annuities are not investments.

By Jeff Benjamin
INDUSTRY NEWS DEC 29, 2014
Pimco money manager let go after trading violations

VP focused on strategies designed to adjust for inflation, investing in TIPS.

By Bloomberg
INDUSTRY NEWS DEC 29, 2014
The best, worst investment bets of 2014

These are the moves that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.

By Bloomberg
EQUITIES DEC 29, 2014
Small caps break record as rally broadens out amid sluggish trade

The Russell 2000 Index climbed to an all-time high and the Nasdaq Composite Index reached a level not seen since 2000 as an equities rally that started last week continued through one of the slowest trading days of the year.

By Bloomberg
BROKER DEALERS DEC 29, 2014
2014 big for indexed annuities: Broker-dealer execs

Sales of the products may be cannibalizing those of variable annuities.

By Darla Mercado
FINTECH DEC 29, 2014
From robo to artificial intelligence to help clients

Facing the threat of competition from Google and Amazon, UBS turns to AI to deliver personalized advice.

By Bloomberg
RIAS DEC 29, 2014
Pershing playing catch-up with competitors as custodian considers offering commission-free ETFs

Platforms, popular with RIAs, post tremendous growth for firms, fund managers.

By Trevor Hunnicutt
REGULATION AND LEGISLATION DEC 29, 2014
Bernie Madoff's last surviving son Andrew dies at 48

Insisted he had nothing to do with his father's massive Ponzi scheme.

By Bloomberg
ALTERNATIVES DEC 29, 2014
Thompson's former nontraded REIT drops nearly 30%

Investors in a nontraded REIT launched by Tony Thompson, the one-time noted real estate sponsor, were told last week that the net asset value of the REIT had eroded by nearly 30%.

By Bruce Kelly
EMERGING MARKETS DEC 27, 2014
Societe Generale calls 2015 a down year for stocks

<i>Breakfast with Benjamin</i> features a contrarian market call from Societe Generale that seems obvious. Plus living in a world where oil is cheap, making the most of year-end client reviews, and nine tweets that made news this year.

By Jeff Benjamin
PRACTICE MANAGEMENT DEC 26, 2014
A New Year's resolution that really works

By Joe Duran
EQUITIES DEC 25, 2014
John Maynard Keynes: Economist by day, high-flying portfolio manager by night

A look at the famed economist, who was a sterling money manager because of his willingness to question prevailing opinion and act against the consensus.

By Peter W. Beer
ALTERNATIVES DEC 24, 2014
Schorsch allegations will haunt nontraded REIT industry

Industry &quot;floored&quot; by allegation that REIT czar had hand in $23 million accounting error at American Realty Capital Properties.

By Bruce Kelly
EQUITIES DEC 23, 2014
6 market developments to watch for in 2015

Legg Mason's seven asset management affiliates offer differing views on global investment opportunities ahead.

By Thomas Hoops
OPINION DEC 23, 2014
Catch and ride the next wave in financial advice

Clients expect their advisers to use technology to make their lives easier

By John Anderson