Investing

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ALTERNATIVES SEP 15, 2010
Three-time loser faces 369 years in jail for alleged Ponzi scheme

Stinson hookwinked 260 investors in real estate investment scam, say prosecutors; claimed to be an MIT grad

FINTECH SEP 15, 2010
Goldman tie-up with Incapital broadens its muni distribution

Arrangement puts underwriter on retail par with other major firms

ALTERNATIVES SEP 15, 2010
UBS hires Morgan Stanley Smith Barney alternatives specialist

Jerry Pascucci, the chief investment officer for alternative investments at Morgan Stanley Smith Barney, is joining the U.S. wealth management unit of UBS AG to run alternatives for high-net-worth clients.

MUTUAL FUNDS SEP 14, 2010
Post-Dreman, funds' investors may find ride smoother

Dreman Value Management looks to dampen volatility by promoting Hoover to sole CIO; seeking 'alpha from more than a few stocks'

EMERGING MARKETS SEP 14, 2010
Rethinking risk

Although the run-up in emerging-markets debt may seem a little long in the tooth, a good case can still be made for purchasing these bonds.

FIXED INCOME SEP 13, 2010
Buffett cuts bond-holding duration on inflation warning

After warning that deficit spending could force inflation higher, Warren E. Buffett shortened the duration of bonds held by his Berkshire Hathaway Inc.

Housing market foundation crumbling as seizures surge
ALTERNATIVES SEP 12, 2010
Housing market foundation crumbling as seizures surge

Seizures, defaults on pace to hit record number; 'serious price depreciation'

ETFS SEP 12, 2010
Vanguard in focus as it takes on SSgA with S&P 500 ETF

Financial advisers are keeping a close eye on The Vanguard Group Inc.'s new Standard & Poor's 500 ETF to see how the exchange-traded fund performs and whether it can compete with State Street Global Advisors Inc.'s SPDR S&P 500 ETF (SPY).

ALTERNATIVES SEP 12, 2010
Guess what Michael Burry is buying now?

Michael Burry, the former hedge fund manager who predicted the housing market's plunge, said he is investing in rich farmland, small technology companies and gold as he hunts for original ideas and braces for a weaker dollar.

FIXED INCOME SEP 12, 2010
Goldman muni deal aids distribution

ALTERNATIVES SEP 12, 2010
Adviser accused of deceiving retirees about 'low-risk' investments

Schwab shells out for $4B active ETF manager
RIAS SEP 09, 2010
Schwab shells out for $4B active ETF manager

The Charles Schwab Corp.'s move into active ETF management with the acquisition of Windward Investment Management Inc., which was announced today, didn't come as a surprise to advisers, who gave it high marks.

FIXED INCOME SEP 08, 2010
Fed buying binge will zap Treasury yields, Pimco predicts

Bond giant, others say central bank set to embark on 'QE2' -- a second round of quantitative easing. The result? Yields will sink to Eisenhower-era levels

Bond investors headed for a doozie of a hangover: Mark Gilbert
FIXED INCOME SEP 08, 2010
Bond investors headed for a doozie of a hangover: Mark Gilbert

The party's almost over for the raucous debt markets, predicts Mark Gilbert. And the endgame is going to leave bond investors with a doozie of a headache.

SEC about to rock muni bond world?
FIXED INCOME SEP 08, 2010
SEC about to rock muni bond world?

Settlement of N.J. suit seen as opening salvo in crackdown on lax disclosure; 'harbinger'

EQUITIES SEP 08, 2010
Why UBS and Barclays are both bullish about tech

Computer and software shares have slumped to the lowest valuations in two decades, a sign to Barclays Wealth and UBS AG they will rebound as Standard & Poor's 500 Index companies start spending their record cash.

ALTERNATIVES SEP 07, 2010
Altegris Advisors launches actively managed futures fund

Altegris Advisors LLC is looking to tap into the growing demand for managed- futures investing with its own actively managed fund, Altegris Managed Futures Strategy Fund Ticker:(MFTAX).

MUTUAL FUNDS SEP 07, 2010
SEC slaps Schwab with warning over bond funds

The Securities and Exchange Commission's warning to The Charles Schwab Corp. that it could face civil charges over two fixed-income mutual funds may have a direct effect on current and looming legal actions from investors over losses suffered in the funds.

EMERGING MARKETS SEP 05, 2010
Janus plans global push into fixed-income funds

Janus Capital Group Inc. wants a bigger share of the red-hot bond market.

ETFS SEP 05, 2010
Schwab applauded for active-ETF foray

The Charles Schwab Corp.'s move into active ETF management with the acquisition of Windward Investment Management Inc. last week didn't come as much of a shock to advisers, who gave the firm high marks.