Investing

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Apple's Tim Cook is the new bond king
FIXED INCOME JUN 08, 2015
Apple's Tim Cook is the new bond king

Apple Inc., led by CEO Tim Cook, and other tech giants have joined the ranks of the biggest buyers of corporate debt, a market traditionally dominated by the likes of Pimco, BlackRock and Vanguard.

Investors pull $13 million from Bill Gross' fund at Janus
MUTUAL FUNDS JUN 05, 2015
Investors pull $13 million from Bill Gross' fund at Janus

May marks second month of redemptions since money manager joined after bolting Pimco last year

Financial advisers are putting ETFs in the driver's seat
EQUITIES JUN 05, 2015
Financial advisers are putting ETFs in the driver's seat

Mutual fund popularity fades as the bull market lives on.

Stock buybacks, now propping up the market, could become a victim of rising interest rates
EQUITIES JUN 05, 2015
Stock buybacks, now propping up the market, could become a victim of rising interest rates

The end of aggressive repurchase plans could be the end of the market's run.

ETFS JUN 04, 2015
Mashups reach the exchange-traded crowd

ETF issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

The no-growth first quarter doesn't take a rate hike off the table
EQUITIES JUN 04, 2015
The no-growth first quarter doesn't take a rate hike off the table

Still blaming the weather and the strong dollar for the economy's sluggishness, advisers see Fed Chairwoman Yellen in a pickle.

EQUITIES JUN 04, 2015
China, and the world's hottest stock exchange, beckons for American investors

Advisers must weigh risks against rewards of investing in the high-flying Chinese stock market.

Meredith Whitney says she's done managing other people's money
ALTERNATIVES JUN 03, 2015
Meredith Whitney says she's done managing other people's money

After resolving dispute with big investor, celebrity banking analyst describes stint running her own fund as "highly unfortunate."

Major benchmark punts on adding China's booming markets to global indexes
EMERGING MARKETS JUN 03, 2015
Major benchmark punts on adding China's booming markets to global indexes

MSCI says it will open the door to the world's hottest stock market, just not yet.

Fiduciary safe harbor for index funds faces uphill battle
ETFS JUN 03, 2015
Fiduciary safe harbor for index funds faces uphill battle

Labor Department proposal faces fund industry opposition and some supporters say safe harbor for index fund sales is unlikely.

ALTERNATIVES JUN 03, 2015
A diamond in the rough: Multi-tenant industrial properties

In the face of high valuations throughout the real estate industry, multi-tenant industrial has not yet inflated in value, making it a strong investment to consider, as these assets are poised for future growth.

Bond ETFs' resiliency surprises many investors
ETFS JUN 03, 2015
Bond ETFs' resiliency surprises many investors

Despite curveballs from central banks catching the greater bond market off guard, bond ETFs enjoyed a positive Q1

EQUITIES JUN 02, 2015
Advisers, pay attention to home-country bias in 401(k) menus

Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.

ALTERNATIVES JUN 02, 2015
VEREIT, formerly American Realty Capital Properties, plans to cut holdings by $2.2 billion

REIT looking to lower exposure to noncontrolled ventures, noncare assets, restaurants and certain buildings by the end of 2016.

New York REIT names new nonexecutive chairman, sets stock buyback
ALTERNATIVES JUN 02, 2015
New York REIT names new nonexecutive chairman, sets stock buyback

Director William Kahane, founding partner of Nicholas Schorsch's AR Capital, remains on the board.

Advisory firm calls for REIT to cut ties with Schorsch firm
RIAS JUN 02, 2015
Advisory firm calls for REIT to cut ties with Schorsch firm

Says New York REIT has too much executive and board overlap with AR Capital.

Talent drain continues as Cole Capital CEO departs
ALTERNATIVES JUN 02, 2015
Talent drain continues as Cole Capital CEO departs

Michael Ezzell resigned on Thursday after months of turmoil at the REIT specialist. He is the latest in a number of Cole personnel to leave the firm.

MUTUAL FUNDS JUN 02, 2015
Investors are giving up on timing a rate hike and dumping funds

<i>Breakfast with Benjamin:</i> Investors had been loading up on certain mutual funds with the expectation that the Federal Reserve would raise interest rates. But tired of trying to time that move, they're now dumping these perfectly good funds.

RCAP earnings down on weaker sales of nontraded REITs
ALTERNATIVES JUN 02, 2015
RCAP earnings down on weaker sales of nontraded REITs

Broker-dealer built by Nicholas Schorsch nearly doubled first-quarter loss from a year ago, thanks to weakness in the wholesale distribution of investment products.

American Pharoah's Triple Crown chances aside, most racehorses consume more than they pay out
ALTERNATIVES JUN 01, 2015
American Pharoah's Triple Crown chances aside, most racehorses consume more than they pay out

Most advisers tell clients to think of horse racing as an expensive hobby, not a business venture.