Here's the criteria advisers should consider when determining whether actively managed or index funds are right for their clients. Think investor objectives, fund liquidity, safety, guarantees.
From the upcoming Twitter Inc. IPO to the prospects for the United States becoming energy independent, Dan Veru, chief investment officer at Palisade Capital Management LLC, has an investment angle to share.
As stock prices flirt with record highs, mutual fund managers, hedge fund honchos and private equity chiefs are finding few bargains. So they're moving to cash. Is that a bad sign for the market?
The technology sector, for one, is an area not typically considered value.
Investors poured a net $45.5 billion into stock mutual and exchange-traded funds during October.
Activist investor ups his stake in technology bellwether but tells CEO to buy back stock.
The Big Board's new owner says decade of change has disadvantaged the little guy.
MFS CIO Roberge says bond prices and their low yields are worrisome.
Who in their right mind would own cash when it's a guaranteed losing proposition? You might be surprised.
Stock trades higher after company cuts offering price; annuities biz viewed as financial drag
Company to change name to Voya Financial upon IPO, focus on retirement, investment, insurance.
Rival Schorsch says company missed an opportunity by passing on his offer but that company fairly valued.
On their first day of trading, shares of Cole Real Estate Investments fell 5.2%, to $10.90. That's well below the $12.50 per share bid that American Reality Capital lodged in a takeover try in March -- an offer that was rejected by Cole. Ouch.
Risks include lack of information, new reporting standards, Abshure says
Advisers need to reconsider risk in client portfolios as markets enter what will be a "low return decade" for fixed income investments, according to an industry expert. Liz Skinner reports from FPA Experience in Orlando.
Retail investors showing uncharacteristic resiliency in the face of lackluster performance.
Latest Brinker Capital survey finds advisers' investment outlook improving despite some nagging concerns about Washington.
