Investments

'There will be absolutely no pressure to sell any of our products,' says RCS chairman Nicholas Schorsch, who built a fortune on nontraded REITs but has recently been acquiring several big independent B-Ds.

A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.

For RCS advisors and brokers, the sweet spot will be individuals and families with $300,000 to $3 million in investable assets, Schorsch says.

Pimco's Mohamed El-Erian clashed with co-founder Bill Gross before announcing last month that he's leaving the firm, the Wall Street Journal reported.

Henderson Group Plc, a U.K. money manager, posted 2.7 billion pounds ($4.5 billion) of net inflows in the fourth quarter as individual clients’ funds pushed the firm to a positive flow for the year.

The location of the National Credit Union Administration suits its place in the hierarchy of U.S. financial regulators.

Financial advisors to some of the wealthiest Americans see struggling Puerto Rico as an outlier in the $3.7 trillion local-debt market, leading them to add municipal bonds as the steepest federal tax rates in more than a decade loom.

Fidelity Investments, the mutual- fund firm best known for its star stock pickers since it was started almost seven decades ago, named former bond manager Charles Morrison to run its asset-management unit.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.

Don't be fooled by its sparkle; gold is more risk than reward.

Mutual and exchange-traded funds are well-positioned for rising interest rates because most of their fixed income holdings are in short-term government bonds, according to Morningstar Inc.

Firm's partners say they wanted 'control of our destiny -- we wanted to own our own equity.'

Gold held losses after a two-day drop on expectations that the Federal Reserve will continue to taper stimulus in the U.S. and as holdings in the largest exchange-traded fund shrank by the most in two months.

ETFs and mutual funds are well-positioned for rising interest rates because they have most of their fixed income holdings in short-term government bonds, according to Morningstar Inc.

While traditional active management is likely to continue to be "the core" of asset management, passive and alternative strategies are on track for faster growth, according to PwC's new report.

Over the past few years, one of the fastest-growing segments of the registered mutual fund industry has been in the alternatives space, with "alternatives" being something of a catch-all term for funds focusing on non-traditional asset classes or strategies that had previously been the domain of institutional investors and hedge funds. The number of these funds has skyrocketed, driven in large part by strong demand from retail investors and advisors for investment strategies that offer less correlation to the broad equity and bond markets.

The transformation of fee and distribution models that asset managers must address to compete are some of the primary game-changers impacting mutual fund and ETFs.

A Missouri agency plans to offer municipal bonds to fund renovations around St. Louis’s Gateway Arch and the courthouse that held the Dred Scott trial.

Investors may almost triple the amount of capital they put into hedge funds this year, boosting industry assets to a record, an annual survey by Deutsche Bank showed.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.