CODONNELL

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INVESTING MUTUAL FUNDS MAY 20, 2014
Smart beta slow to gain traction among asset managers

Only 15% of those surveyed are comfortable with the term

NEWS INDUSTRY NEWS MAY 15, 2014
Golden touch: ETF offers access to precious metal

Merk Gold Trust, the first ETF of its kind, offers to ship coins or bars to shareholders worried about financial armaggedon — or those who just want to hold what they own.

INVESTING MUTUAL FUNDS MAY 13, 2014
Investors cool to bank loan funds and performance could be a casualty

Search for yield, along with a more predictable Federal Reserve has investors dumping adjustable-rate bank loan funds.

INVESTING EMERGING MARKETS MAY 12, 2014
How to connect with the fastest-growing client demographic

Show respect for values, explain 'good' debt and accept that Hispanics don't put much emphasis on retirement.

INVESTING EMERGING MARKETS MAY 06, 2014
Advisers' business booming, but dark clouds looming

Firms lagging in long-term planning, standing out from the crowd and connecting with young investors.

RETIREMENT RETIREMENT PLANNING MAY 05, 2014
Fixed-annuity sales surged in 2013

Sales of such products help annuities overall enjoy a strong year

INVESTING EQUITIES MAY 03, 2014
New ETF promises income even as rates rise

Exposure to variable-rate preferred stocks offers dividend income stream that moves with rates.

INVESTING EQUITIES MAY 01, 2014
Investors warming up to equities a little late in the game

They're even interested in international stocks, survey finds.

INVESTING EQUITIES APR 29, 2014
Weitz Investments calls 2014's market tough for active managers

Weitz Investments calls the stock market tough for active managers and with equities trading at 85% to 90% of fair value, the money manager has socked cash away to take advantage of volatility.

INVESTING ALTERNATIVES APR 27, 2014
REITS continue to be hot as first quarter flows top $4B

Sputtering equity market, lackluster bond returns continue to drive investors.