In putting together a deal for Apple REIT Six, Blackstone has given a boost to the trust's shareholders — and stemmed the recent tide of bad news for David Lerner Associates.
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Oakmark's Herro generating stellar returns by buying cheap — and early; up 525% over past 20 years
Vanguard's index change giving advisers one more thing to think about.
Largest fund switches indexes; meanwhile, alternative choice adds alternative
Best month of sales in more than three years, thanks to a rush into U.S. large-caps
Locked in a price war with rivals, Vanguard has deployed a new -- and dramatic -- tactic. The fund giant plans to switch the benchmarks for 22 funds. Why? To reduce the licensing fees the company pays, and thus its expense ratios.
Median housing prices rise 6%; 'turned a corner'
Knock-on effect of hiked borrowing costs would force municipalities to raise other levies; robbing Peter
Bond whiz foresees loads of defaults ahead; 'pressure cooker'
Chance to invest in hard assets can lead to big returns, but rules are complex.
Aegis Capital CIO expects 'pretty significant' drop in stocks soon
The New York Stock Exchange's plan to lure more stock orders from individuals was approved by the U.S. Securities and Exchange Commission, dealing a setback to Wall Street firms that increasingly keep the business for themselves
Famed strategist says U.S. stocks will keep on keeping on; emerging markets passé
Bank-loan funds are red hot these days. Even Jeffrey Gundlach's DoubleLine, which only operates five funds, plans to dive in.
Portfolio manager says advisers ready for a wake-up call on new approach to risk.
Advisers can leverage a tough year for value stocks as an entry point into equities with a higher margin of safety than the market.
With puny interest rates, structured notes gaining in popularity
