Investing

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MUTUAL FUNDS JUN 11, 2013
Retail investors are returning, inch by inch

Balanced funds recording record inflows as non-institutional buyers cautiously embrace stocks

RETIREMENT PLANNING JUN 11, 2013
AIternative alterations

In regulatory cross hairs, broker-dealers are putting limits on products and revising policies.

ALTERNATIVES JUN 10, 2013
Treasure an art collection, but don't count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.

ALTERNATIVES JUN 10, 2013
Treasure an art collection, but don't count on its financial appreciation

Using art, collectibles for college or retirement no winning strategy, advisers, experts say.

ALTERNATIVES JUN 10, 2013
Liquidity could be a problem for liquid alts

But hedge funds chomping at the bit to break into the retail world.

ALTERNATIVES JUN 10, 2013
Thompson REIT fires accountant for failure to report key events

CEO Tony Thompson's reliability called into question for second time this month.

ALTERNATIVES JUN 10, 2013
Real estate maven Thompson in battle with his board over nontraded REIT's dividend

Tony Thompson blames a dividend cut at his nontraded REIT, TNP Strategic Retail Trust, on his independent board but the directors fire right back, calling his allegations false. Bruce Kelly has the latest.

MUTUAL FUNDS JUN 09, 2013
B-Ds pay $5.25M to settle charges

MUTUAL FUNDS JUN 09, 2013
Educate clients about money funds

ALTERNATIVES JUN 09, 2013
Hedge liquidity debated

EQUITIES JUN 09, 2013
Not all dividends are created equal

MUTUAL FUNDS JUN 09, 2013
Possible exodus from money funds

MUTUAL FUNDS JUN 09, 2013
SEC to try again on money market reform

With Mary Jo White at the helm, the SEC will try again at reforming money market funds. The new chairman is keeping her cards close to her chest but the industry is hopeful she'll play a good hand.

MUTUAL FUNDS JUN 09, 2013
Gaffney blazes her own trail

FIXED INCOME JUN 08, 2013
Take Five: Dan Fuss talks bond returns

Loomis Sayles vice chairman is feeling optimistic

ALTERNATIVES JUN 07, 2013
Frogs, football and financial assets

FINTECH JUN 06, 2013
The Takeaway: Don't be so sure about where rates are headed

FIXED INCOME JUN 06, 2013
Lotteries a lousy bet — but their bonds aren't

Default extremely unlikely on debt backed by ticket purchases; 'really an asset-backed security'

FIXED INCOME JUN 05, 2013
Fuss: Rising rates can be positive for investors

A long-term view and reinvestment are key, according to Loomis Sayles' vice chairman.

MUTUAL FUNDS JUN 05, 2013
SEC floats small step in money market fund reform

The SEC under Mary Jo White floats one small step in money market fund reform with a proposal that would make only institutional prime funds float NAVs. It's a good deal for the likes of Vanguard, Schwab.