Investing

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ALTERNATIVES NOV 05, 2014
Nicholas Schorsch downplays ARCP's $23M accounting debacle

Execs replaced over what firm calls intentional errors; REIT king says problems will not affect other related firms. <i>(Plus: <a href=&quot;http://www.investmentnews.com/article/20140917/INFOGRAPHIC/140919935&quot; target=&quot;_blank&quot;>Untangling Schorsch's vast web</a>)</i>

BROKER DEALERS NOV 04, 2014
James Lebenthal, who sold muni bonds to masses, dies at 86

Through ads, many of which he starred in, the salesman shared his belief that tax-free bonds were a sound investment.

EQUITIES NOV 04, 2014
Republicans win big; here's what to expect

Midweek <i>Breakfast with Benjamin:</i> Republicans ready to rule. Plus: What investors might expect, advice from Jack Bogle, the hits keep coming for Nick Schosch and Pimco's bad October.

EQUITIES NOV 04, 2014
The GOP has the edge but ...

<i>Breakfast with Benjamin:</i> Who's spending what on the election, what worries Vanguard's CEO, oil is cratering and here are stocks to consider, and JPMorgan is not out of the woods.

FIXED INCOME NOV 04, 2014
Nobody mourns death of QE as demand for Treasuries proves insatiable

Purchases by foreign central banks, pension funds, prop up prices.

RETIREMENT PLANNING NOV 04, 2014
Treasury, IRS OK annuities in 401(k) target date funds

Approval of annuities in 401(k) target date funds, including as a default investment, will make lifetime-income features more popular.

ALTERNATIVES NOV 04, 2014
Figuring out Schorsch's latest deal – or how 1 + 1 = 3

<i>Bruce Kelly On Advice:</i> RCAP's acquisition of Cole Capital could pay dividends for Nick Schorsch's empire for years to come, though the transaction between two related companies raises questions.

ALTERNATIVES NOV 04, 2014
Duration risk in nontraded REITs: Hiding in plain sight

As interest rates rise, triple-net lease nontraded REITs won't be able to sustain distributable cash, meaning asset values will drop.

ALTERNATIVES NOV 03, 2014
Two Schorsch companies at odds over $700M deal

RCS Capital seeks to pull out of a $700M deal to acquire two Cole companies from American Realty Capital Properties, which last week <a href="//www.investmentnews.com/article/20141029/FREE/141029902/nicholas-schorsch-downplays-arcps-23m-accounting-debacle&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">revealed a $23M accounting error</a>.

EQUITIES NOV 03, 2014
Money managers scraping to catch up to record stock market

On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.

EQUITIES NOV 03, 2014
Bill Gross' departure reignites the risks of 'star manager' funds

On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.

FIXED INCOME NOV 03, 2014
Pension funds to put more in long bonds, Fidelity says

Money manager scaling back investments in Asia in favor of Europe and the U.S.

ETFS NOV 03, 2014
Janus CEO Weil hopes for Bill Gross-run ETF

Money manager looks to better reach advisers by selling the fast-growing funds, leveraging newly acquired VelocityShares.

RETIREMENT PLANNING NOV 03, 2014
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.

EQUITIES NOV 03, 2014
Markets in a 'bad mood' as S&P 500 gives back year's gains

Weak economic numbers and an Ebola panic spurred a pullback, causing the S&amp;P 500 to give back the year's gains.

EQUITIES NOV 03, 2014
Advisers on stock selloff: Keep calm, keep diversified

Just because the stock market hasn't suffered a major pullback in a while doesn't mean the resurgence of volatility is going to send financial advisers ducking for cover, even when the Dow dives 300 points.

EQUITIES NOV 03, 2014
Where are the next big opportunities in today's market?

Analyzing the current equity and fixed income scene to identify potential growth areas

RIAS NOV 02, 2014
Schwab signs Morningstar to provide equity research, ratings

Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.

FIXED INCOME NOV 01, 2014
Satisfied with Legg Mason turnaround, activist investor Nelson Peltz leaves board

Stock price of money manager more than doubled since 2012 with new CEO and cost cuts as inflows return

MUTUAL FUNDS NOV 01, 2014
Bond Cover