Investing

Displaying 13170 results
MUTUAL FUNDS JUL 01, 2013
Fidelity target date funds draw fire from consulting firm

Center for Due Diligence says performance of fund giant's TDFs lags large competitors'

EQUITIES JUN 28, 2013
The Takeaway: Record hit to ETFs in June: $13B yanked

RIAS JUN 28, 2013
The Takeaway: So if we're all selling stocks, bonds and gold, where are we putting our money?

ALTERNATIVES JUN 27, 2013
Three REITs set merger to create $3.5B portfolio

Apple REITs follow through on plan floated in June.

RETIREMENT PLANNING JUN 27, 2013
Bond market fears igniting interest in fixed annuities

The bond market's struggles have ignited investor interest in fixed annuities, though the products come with warnings, as insurers deal with the same rate pressure as bond owners.

EQUITIES JUN 27, 2013
Stocks' secret weapon? Buybacks at five-year high

Corporate repurchases seen providing support for equities; 'definitely been helpful'

ALTERNATIVES JUN 27, 2013
B-Ds reining in sales of alternatives

Broker-dealers, feeling the heat from regulators, are changing how they sell alternatives. Bruce Kelly has all the details.

FIXED INCOME JUN 27, 2013
The many perils of munis

The muni bond market can be fertile investment ground but advisers need to watch where they invest. Why? Exhibit A: The SEC's suit against Harrisburg, Pa.

ALTERNATIVES JUN 27, 2013
Apple REIT Six OKs merger

Latest nontraded property trust to announce liquidity event

EQUITIES JUN 27, 2013
Comparing Apple to Apple: IPad maker's stock or bond the better bet?

With the market going crazy for the technology giant's $17B bond offering, the question is: Is Apple's equity or debt the better bet?

FIXED INCOME JUN 26, 2013
Bernanke talks — but advisers way ahead of the yield curve

Moved clients out of long bonds months ago; 'running in front of a steamroller'

RIAS JUN 25, 2013
The Takeaway: Did you buy the dip? Guess who did?

EQUITIES JUN 25, 2013
Stock rally in the middle innings: Fisher

Billionaire investor calls end to Fed's QE program bullish.

FIXED INCOME JUN 25, 2013
Which way for bonds?

Pimco's Bill Gross discusses mapping a path forward

EQUITIES JUN 24, 2013
The Takeaway: This adviser is done with Facebook — and his post about it has gone viral

EQUITIES JUN 24, 2013
Institutions pessimistic on alt holdings

ALTERNATIVES JUN 24, 2013
Institutions pessimistic about alternatives

But they are more bullish about equities, Natixis survey shows

EQUITIES JUN 24, 2013
Up, up and away: Jobs report clears upside for stocks

"Market friendly" jobs report to keep Fed from easing up on easing, clearing upside for stocks. For now.

EQUITIES JUN 22, 2013
The Takeaway: Panicked ETF sellers nailed with sharp NAV discounts

ALTERNATIVES JUN 21, 2013
American Realty Capital strikes $2.2B deal for a traded REIT

American Realty Capital strikes a $2.2B deal for traded REIT CapLease as ARC CEO Nicholas Schorsch shakes off his recent Cole bid failure. Bruce Kelly has all the details.