Investing

Displaying 13170 results
MUTUAL FUNDS AUG 13, 2013
Edward Jones adds a fund family to its preferred list

J.P. Morgan secures a highly coveted place in the broker's stable of asset managers.

EMERGING MARKETS AUG 13, 2013
Rethinking emerging-markets plays

RETIREMENT PLANNING AUG 13, 2013
Small mutual fund finds alpha in the boardroom

Catalyst Insider Buying Fund generating outsized returns; up 22% for the year

RIAS AUG 12, 2013
Adviser gets sacked after ripping off her NFL linebacker client

What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.

FIXED INCOME AUG 12, 2013
Interest rate fears causing muni bond pains

The weak performance of muni bond funds has clients pulling cash from them ... and calling their advisers. More outflows are likely amid the specter of higher interest rates.

FIXED INCOME AUG 12, 2013
Vanguard analyst: Cash isn't king

Is cash the new asset king? Since the outlook for bonds is grim, some investors are heading to the money market. One Vanguard analyst says that might not be the wisest move.

MUTUAL FUNDS AUG 12, 2013
Vanguard's first outflows in 20 years

EQUITIES AUG 12, 2013
Investors shrug off volatility, risk to get in on IPOs

Big investor appetite leads to sparkling debut for latest initial public offering, Noodles & Co.

RETIREMENT PLANNING AUG 11, 2013
W.P. Carey joins nontraded-REIT liquidity conga line

ALTERNATIVES AUG 11, 2013
Inland taps a rival for its CEO

EQUITIES AUG 11, 2013
Sweeping changes under way at DFA

ALTERNATIVES AUG 11, 2013
Real estate fixture Thompson defrauded investors: Finra

ALTERNATIVES AUG 11, 2013
Schorsch in $2.3B deal with Inland

Real estate investor in 'unique position' to get deal done.

FIXED INCOME AUG 10, 2013
Detroit's woes could open up muni opportunities elsewhere in Michigan

Other municipalities cancel offerings, but credit quality is unaffected

FIXED INCOME AUG 10, 2013
Michigan advisers try to calm clients in wake of Detroit's bankruptcy filing

Financial pros find themselves in unfamiliar territory related to the fiscal collapse

ALTERNATIVES AUG 10, 2013
Three Apple REITs might merge

In SEC filings, three Apple REITS say they are considering a merger. No timetable for a decision has been set.

ALTERNATIVES AUG 10, 2013
REIT game 'in the late innings'

ALTERNATIVES AUG 10, 2013
Apple REIT Six OKs merger with Blackstone fund

Liquidity party kicks off for shareholders; Chambers Street Properties up next with planned IPO.

EQUITIES AUG 09, 2013
The Takeaway: Are you in the secret wealth management cult?

ALTERNATIVES AUG 09, 2013
National Planning latest to cut sales of an American Realty Capital REIT

Another B-D is cutting sales of a fast-selling American Realty Capital REIT. This time, it's not about overconcentration.