Investing

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EQUITIES OCT 08, 2013
Nuveen, Incapital team up to offer new equity unit trust

Strategist Bob Doll lends investment expertise to offering expected in early 2014.

MUTUAL FUNDS OCT 08, 2013
Morningstar's Phillips to step down in early 2014

Will remain at company, Haywood Kelly to become head of research.

OPINION OCT 08, 2013
John Hussman: Market valuations are 'obscene'

Stocks could lose 40% to 50% of value over next few years, analyst says

RIAS OCT 08, 2013
Beverly Hills Wealth Management buys small money manager

Deal adds six equities strategies, pushes firm over $500M in assets.

ALTERNATIVES OCT 08, 2013
Alternatives a safe haven in changing investment game

Investment expert Bob Rice calls alternatives part of a &quot;risk-tolerant, panoramic portfolio&quot;. But just how should they work for your clients? Related: <a href=&quot;http://www.investmentnews.com/section/video?playerType=Events&amp;eventID=ALTS2013&amp;bctid=2687078512001&amp;date=20130923&quot;>Bob Rice outlines four jobs alts accomplish in a portfolio.</a>

ALTERNATIVES OCT 08, 2013
Where alts fit in a portfolio

Live from the <i>IN</i> Alternatives Conference: Reducing a portfolio's volatility is key, panelists say

EQUITIES OCT 07, 2013
&lt;font color=red&gt;Morningstar's ETF conference&lt;/font&gt; Pimco: Use ETFs to stay active

ETFs can help investors remain 'agile and active,' COO says.

MUTUAL FUNDS OCT 06, 2013
Bond rout continues

EQUITIES OCT 06, 2013
Is market history repeating itself with another "Eisenhower rally'?

FIXED INCOME OCT 06, 2013
Surtax strategies can boost Medicare premiums

EQUITIES OCT 06, 2013
Stick to it

Even though the partial shutdown of the government is set to give way to a prolonged &#8212; and probably nasty &#8212; debt-ceiling debate, now is not the time to bail from the markets.

EQUITIES OCT 04, 2013
Stock rally returns match late-'90s run, but valuations lag

Returns from the stock market's four-year rally match those of the late-1990s advance, but valuations are lagging. Bulls say that means there's more room to run; bears have a compelling counter argument.

ETFS OCT 03, 2013
&lt;font color=red&gt;Morningstar's ETF conference&lt;/font&gt; iShares, Vanguard top Morningstar ETF awards

Newer entrants capture a few but the giants expected to maintain stranglehold.

ETFS OCT 03, 2013
ETF managed portfolios continue strong growth

Advisers can't seem to get enough of exchange-traded-fund managed portfolios.

MUTUAL FUNDS OCT 03, 2013
iShares takes next step to woo retail investors, fend off Vanguard

BlackRock's ETF unit extends its core series to include managed portfolios as it takes another step in its efforts to woo retail investors. And keep Vanguard at bay. Jason Kephart explains.

ETFS OCT 03, 2013
Vanguard stands firm amid rush to the ETF exits

Record $17.5B pulled in August but firm bucks trend with inflows.

FIXED INCOME OCT 02, 2013
Treasuries fall as investors speculate shutdown may end soon

Benchmark 10-year yields climb from almost the lowest level in seven weeks

FIXED INCOME OCT 02, 2013
Fuss beats bond competition - including Gross - by thinking like a stock picker

Loomis Sayles &amp; Co.'s Dan Fuss left rival bond-fund managers including Bill Gross behind in his eighth decade, by using a style generally associated with bargain-hunting stockpickers.

EQUITIES OCT 02, 2013
Fed tapering decision could knock shares of LPL, RJ

Analyst says rally based on rising interest rates, a likelihood pushed into future.

RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.