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The Tax Advantages of Deferred Annuities

Oct 24, 2016

Clients can potentially benefit from the accumulation of tax-deferred wealth.

The Long and Short of REITs

Oct 18, 2016

Investors’ use of long/short REIT funds depends upon risk tolerance—and bullishness.

The Nine Types of Private Equity

Oct 18, 2016

The term “private equity” encompasses a wide variety of fund strategies with various objectives. Here's a guide to nine types.

Equities Trading Stings Wall Street Banks as Investors Embrace Bonds

Oct 18, 2016

Banks attribute the recent decline in equity trading -- and push to safer Treasuries -- to worries about the U.S. election, Brexit and the timing of a rate hike by the Federal Reserve.

Worst-Kept Secret Catches Up to Fund Managers

Oct 18, 2016

(Bloomberg View) -- A seismic shift is upending the trillion-dollar business of managing money for both institutional and individual investors. From the accelerating movement of cash into passive index funds to the recent drop in fees in...

Mutual Funds Get Surge Pricing for Costly Bond Flight

Oct 18, 2016

(Bloomberg Gadfly) -- A nightmare scenario has haunted asset managers for years: What if the flood of cash that's poured into debt mutual funds since 2008 suddenly reverses, leaving a field of financial-market carnage behind...

Do You Smell Inflation Cooking?

Oct 17, 2016

The Federal Reserve, as you probably know, has a dual mandate: to maximize employment and to stabilize prices. Every month, the Fed gets graded on its inflation obligation when the Consumer Price Index (CPI) is updated. I’m an impatient person...

Vanguard Cuts ETF Fees in Hong Kong

Oct 17, 2016

Vanguard, the world's second-biggest asset manager, cut the total expense ratio on all its Hong Kong-listed exchange traded funds, effective on Monday, as competition heats up in the passive asset management space.