Investing

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EQUITIES APR 07, 2013
Mark Travis: A midcap leader goes for boring — with dramatic results

Intrepid fund manager's stick-to-basics approach a winning formula

EMERGING MARKETS APR 07, 2013
Dean Tenerelli: Running with the bulls in Spain — and in most of Europe

T. Rowe Price fund manager sees better days ahead on the continent; 'signs of life'

FIXED INCOME APR 07, 2013
Stockton bankruptcy sends chilly message to muni bondholders

Pensioners bump muni bonds from senior debt status

EQUITIES APR 07, 2013
Structured notes offer too-good-to-be true returns

Marketing hype makes structured notes sound like a sure thing. Read the fine print and you might come away with a slightly different conclusion.

ALTERNATIVES APR 05, 2013
ARC lights into Cole, may up bid again

Another day, another twist in the American Realty Capital/Cole III saga. On Tuesday, ARC questioned whether the board of the Cole REIT was considering a sweetened takeover offer or was simply playing for time.

ALTERNATIVES APR 05, 2013
Game on: American Realty ups its bid for Cole III

The pitched battle for Cole III heated up Wednesday as American Realty Capital came back with an improved bid for the nontradeded REIT.

ALTERNATIVES APR 05, 2013
REIT war erupts as Cole rejects unsolicited bid from ARC

A battle has broken out among real estate investment giants as Cole Properties turns down a $5.7B bid lodged by American Realty Capital.

FIXED INCOME APR 05, 2013
Bad news for Lerner in REIT flap

David Lerner Associates Inc. isn't out of the legal woods despite the stiff sanctions leveled against it last week over the firm's sale of nontraded REITs and municipal bonds.

Finra hammers David Lerner Associates, suspends 'Poppy'
ALTERNATIVES APR 05, 2013
Finra hammers David Lerner Associates, suspends 'Poppy'

Finra on Monday lowered the boom on David Lerner Associates and its high-profile CEO.

FIXED INCOME APR 04, 2013
SEC says Illinois misled investors over pension funding

ALTERNATIVES APR 04, 2013
E&O underwriters screen alt products

Insurers that underwrite errors-and-omissions policies for broker-dealers are exercising greater authority in approving the alternative investments that their clients sell.

RETIREMENT PLANNING APR 03, 2013
American Funds ups its game in retirement arena

Faced with outflows in retirement share class, American Funds launches new lineup of products, adds new options for advisers.

RETIREMENT PLANNING APR 03, 2013
REIT spurns rival's offer, pursues its own agenda

Cole turns down bid from rival American Realty Capital; minimizes the premium

ALTERNATIVES APR 02, 2013
New offer cools tussle over control of Cole III

Two sides in battle setting up meeting to discuss sweetened bid for nontraded REIT

ETFS APR 02, 2013
Top exchange-traded funds

ETFS APR 02, 2013
Top ETFs, ranked by tracking difference

RETIREMENT PLANNING APR 02, 2013
Investors up in arms over Cole's quick kick of $5.7B offer

Advisers, investors looking for answers after REIT's management rejects generous bid from American Realty Capital

EQUITIES APR 02, 2013
Poking holes in the celebration of classic diversification strategies

ETFS MAR 31, 2013
ETFs now front and center

The popularity of exchange-traded funds is soaring, but tracking errors for the funds are also on the rise | <i>IN exclusive</I> <a href=http://www.investmentnews.com/article/20130331/CHART02/130329933&amp;issuedate=20130331&amp;sid=ETF0331>The closest-tracking ETFs</a> | <a href= http://www.investmentnews.com/article/20130331/CHART02/130329945&amp;issuedate=20130331&amp;sid=ETF0331>The 50 best-performing ETFs</a>

ETFS MAR 31, 2013
Tracking error on the rise

An ETF that deviates too far from its underlying index may have a management problem