Investing

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ALTERNATIVES OCT 21, 2014
Goldman Sachs strategists say investors hold too much stocks and bonds and need to jack up alternatives allocations

It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything'.

EQUITIES OCT 21, 2014
The secret Goldman Sachs tapes

How one brave federal regulator got the goods on the New York Fed's hands-off policy toward Goldman.

ETFS OCT 21, 2014
J.P. Morgan jumps into white-hot ETF fray

Wading into a crowded ETF market, J.P. Morgan is set to launch 'strategic beta' fund on Tuesday. <i>Don't miss: <a href=&quot;http://www.investmentnews.com/article/20131023/BLOG03/131029954&quot; target=&quot;_blank&quot;>How smart beta ETFs turned closet indexing into a winner</a> and <a href=&quot;http://www.investmentnews.com/article/20130821/BLOG15/130829982&quot; target=&quot;_blank&quot;>Smart beta is silly talk</a></i>.

MUTUAL FUNDS OCT 20, 2014
Vanguard gets record $163.4 billion in 2014 investor cash

Indexing pioneer attracted more money from investors in the first 10 months of 2014 than it has in any full calendar year in its 39-year history, drawing some funds from Pimco outflows after Bill Gross' departure.

EQUITIES OCT 20, 2014
Vanguard's John Bogle beats the low-fee drum, takes a fresh swipe at active management

On Thursday's <i>Breakfast with Benjamin</i> menu: John Bogle says retirement plans will suffer under active management fees. Plus: Cheap oil's fallout hits gold prices, media hype overstates the Fed's taper tap-out, and more.

FIXED INCOME OCT 20, 2014
Pimco sees muni returns ebbing after best gain since '11

Returns in 2015 may be less than half of the 8.6% logged in 2014.

LIFE INSURANCE AND ANNUITIES OCT 19, 2014
Former Pimco parent Pacific Life moves accounts to Janus

Pacific Life Insurance Co., the insurer where Pimco was started as a bond unit in 1971, is moving money from Bill Gross's old firm to Janus Capital Group, which the bond legend joined last month.

EQUITIES OCT 19, 2014
Low interest rates hard on retirees

No relief in sight for retirees and other savers who have borne the brunt of the Federal Reserve's easy money policy

EQUITIES OCT 19, 2014
How leverage led the market sell-off

Monday's <i>Breakfast with Benjamin:</i> How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.

EQUITIES OCT 19, 2014
Third quarter equity ETF data

Equity ETFs ranked by quarterly returns, inflows, outflows and more

ALTERNATIVES OCT 19, 2014
SEC approves rule change for greater transparency of nontraded REITs

The rule, proposed originally by Finra, will require per-share valuation of unlisted REITs or direct participation program on customer statements.

EQUITIES OCT 17, 2014
Options market action suggests investor fear has peaked

Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&amp;P 500 Index charts. And it's looking good.

EQUITIES OCT 17, 2014
Advisers tested by spike in market volatility

Wild week in financial markets wrapping up with rebound in stocks as bonds decline.

EQUITIES OCT 17, 2014
Fattened by the Federal Reserve, the markets want more

<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.

EQUITIES OCT 17, 2014
Cliff Asness says market volatility is a good reason to diversify

Advisers should look at alts, but fees are too high, he contends.

EQUITIES OCT 17, 2014
Merrill stabilizes head count, boosts productivity

The firm's thundering herd climbed back to 14,000 in the third quarter after several quarters of steady declines.

BROKER DEALERS OCT 17, 2014
Two high-profile adviser terminations take center stage

This week's must-read stories for advisers include employment drama at LPL and Merrill, Bill Gross speaking out, and a renewed push for more women in advice.

ALTERNATIVES OCT 16, 2014
CNL Lifestyle exits senior housing with portfolio sale

Deal focuses large nontraded REIT on lifestyle sector before a potential listing of shares or sale of the portfolio.

ALTERNATIVES OCT 16, 2014
How much is Sears' new REIT really worth?

ALTERNATIVES OCT 16, 2014
Schorsch empire strikes back on perception of illiquid investments

Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.