Investing

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MUTUAL FUNDS MAR 03, 2017
Bill Gross' Pimco successor, Dan Ivascyn, is on a hot streak

The Pimco Income Fund returned 10.6% in the past 12 months alone and investor money is now pouring in at a pace unseen by any other actively managed stock or bond fund

FIXED INCOME MAR 02, 2017
A caution light for high-yield bonds

RETIREMENT PLANNING MAR 02, 2017
Taking value into account could improve target-date results: study

MUTUAL FUNDS MAR 01, 2017
TD Ameritrade jumps into pricing battle with Fidelity and Schwab

TD is cutting online brokerage commissions to $6.95 from $9.99.

ALTERNATIVES FEB 28, 2017
Putting alternatives into tax-exempt vehicles

Increase net income without adding risk by placing these typically tax-inefficient assets in retirement accounts.

EQUITIES FEB 27, 2017
Markets looking for policy details in Trump's speech

Some say it is critical for president to start outlining specifics on his pro-growth agenda to keep the rally going ​ 

ALTERNATIVES FEB 27, 2017
Financial advisers bristle at SEC's pitch to redefine 'accredited investor'

Most think the net-worth limits should be raised, not lowered, when it comes to private and exotic products.

FIXED INCOME FEB 24, 2017
What Fed rate hikes mean for retirees

As rates slowly move higher, the safest and shortest-term investments, such as certificates of deposit and money market funds, will start to pay higher yields. Finally.

MUTUAL FUNDS FEB 24, 2017
Vanguard cuts expense ratios — again

The firm cut fees on 68 mutual fund and ETF shares, marking the third time in three months that it has cut fees

MUTUAL FUNDS FEB 23, 2017
Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors

Joe Duran says move is "an important transition," comparing founder David Booth to other icons in the financial services industry such as Vanguard's John Bogle.

ALTERNATIVES FEB 22, 2017
Gotham latest to look at linking more hedge fund pay to performance

Gotham Neutral Strategies hedge fund would charge the greater of a 1% management fee or 30% of returns that exceed the fund's benchmark.

MUTUAL FUNDS FEB 16, 2017
Investors to U.S. stock funds: Drop dead

Despite January rally, just $20 million went to U.S. stock funds

MUTUAL FUNDS FEB 16, 2017
At Vanguard, customer complaints rise along with assets

Company plans to hire 1,700 new employees this year to address the problem

ALTERNATIVES FEB 16, 2017
Shareholders approve merger of two Schorsch REITs

Analyst calls it a "massacre" for some investors

ALTERNATIVES FEB 16, 2017
Misclassified fund draws huge assets, then falters

A cautionary tale about reading the prospectus.

RETIREMENT PLANNING FEB 14, 2017
Funds with revenue-sharing fees can be cheapest option in 401(k) plans

Some record keepers have the capability to rebate these fees and only charge the asset management fee, resulting in a lower net cost than some zero-revenue-share funds.

MUTUAL FUNDS FEB 14, 2017
Fidelity shuffles managers at its small cap funds

Other changes made at AMG, Calvert, Icon and Westcore.

Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017
ALTERNATIVES FEB 14, 2017
Coming off a disastrous 2016, sales of nontraded REITs could bounce back in 2017

Newly designed products and Blackstone Group's entrance into the industry could pump up the market.

ALTERNATIVES FEB 14, 2017
Trump throws monkey wrench into REIT sector

His election and his attraction to a stronger dollar have helped spur higher rates and resulted in higher bond yields, both bad news for REITs.

Couple wins $922K arbitration claim over illiquid real estate investments
ALTERNATIVES FEB 14, 2017
Couple wins $922K arbitration claim over illiquid real estate investments

Claimants' invested in a real estate private placement, Sonoma Ridge Partners, as well as nontraded REITs sponsored by KBS.