Investing

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EQUITIES JUN 20, 2013
The Takeaway: Crashtastic!

MUTUAL FUNDS JUN 20, 2013
Where are the fund shareholders' yachts?

EQUITIES JUN 20, 2013
Bill Miller's old fund starts a new streak

Under new management, Value Trust back in the black

RETIREMENT PLANNING JUN 20, 2013
Five IBDs in $7M settlement over nontraded-REIT sales

Galvin's tally for investors this year tops $11M, fines reach $1.4M

EQUITIES JUN 20, 2013
Odd couple stocks and bonds finally decoupling

Stocks and bonds have been unlikely dance partners for the past few years. Now, it appears the two are no longer moving in lockstep.

ALTERNATIVES JUN 20, 2013
Cole Credit shareholders seek to block internal merger

The battle over Cole III has taken a new twist, as shareholders sued to block the REIT's internal merger. Meanwhile, suitor American Realty Capital waits in the wings.

ALTERNATIVES JUN 20, 2013
Nontraded REIT Cole in sweetheart deal with sponsor, manager

Nontraded REIT merger includes big upfront payout to management and company founder. Bruce Kelly has the details.

RIAS JUN 19, 2013
The Takeaway: Some advice for BlackRock's Larry Fink

ALTERNATIVES JUN 19, 2013
Nontraded REIT halts fundraising, seeks new broker-dealer

United Realty Trust shelves IPO until it can replace struggling Allied Beacon

EQUITIES JUN 19, 2013
The Takeaway: The death of the small broker-dealer

MUTUAL FUNDS JUN 19, 2013
Why John Bogle is both gratified and terrified by Vanguard's success

Index-fund creator taken aback by the company's dominance in the industry; index fund 'gold ignot'

FIXED INCOME JUN 19, 2013
Spin cycle: Great rotation won't trigger 'mass exodus' from bonds

Janus Capital's Gibson Smith expects more of a gradual shift out of fixed-income securities

FIXED INCOME JUN 19, 2013
Fed won't let up on the easing: Gross

Pimco bond boss says rise in unemployment means QE will keep sailing along; rates could go up, however

ALTERNATIVES JUN 19, 2013
Cole battle is over — here comes the war

Even though American Realty Capital Properties Inc. has withdrawn its bid to acquire Cole Credit Property Trust III, the controversy over the merger of the REIT with its manager is just getting going.

ETFS JUN 19, 2013
Passive investing: If it's good enough for CalPERS ...

Giant pension plan's possible full-on switch to index funds speaks volumes

FIXED INCOME JUN 18, 2013
Detroit is now the biggest U.S. city bankruptcy

Michigan governor calls it 'necessary step' and 'last resort' to restore fiscal health.

EQUITIES JUN 18, 2013
Fears of Fed retreat allayed by jobs report

RETIREMENT PLANNING JUN 18, 2013
Interest rate spike could whack VA sellers

Insurers are hedged but customer reaction could scramble best laid plans.

FIXED INCOME JUN 18, 2013
Confirmed: May was bad for Gross and his fund

Weakest one-month performance in five years, first monthly net outflows in two seal the deal.

FIXED INCOME JUN 18, 2013
Harrisburg misled muni bond investors, SEC charges

The SEC accused Harrisburg, Penn., of misleading muni investors, leaving bondholders in the dark. It's the first time the agency has charged a municipality for statements made outside securities disclosures.