All eyes are on the stock market's gyrations and its impact on retirement plans. Bear markets are a vexing problem for retirees, of course, but that's not the real issue. The coming retirement crisis is worse than a simple bear market cycle. Just...

Merrill Lynch reported its fifth straight quarterly loss today.

Citigroup reported a $2.8 billion loss for the third quarter—it’s forth in a row— as the firm announced more than $13.2 billion in charges related largely to its mortgage portfolio.

In the first half of 2008, Camden Capital Management, a fee-only registered investment advisor (RIA) in El Segundo, Calif., added $100 million to its growing pot of client assets. By the end of the year, John Krambeer, Camden's president, reckons...

RIAs Wirehouse Reps Obligation to Clients Fiduciary duty to act in clients' best interests at all times Can put his firm's interests first, as long as his recommendation is for the client Compensation Model Fee-based or asset-based Fee-based or...

The tougher financing climate is prompting some tenant-in-common (TIC) sponsors to pursue a more alternative: the Delaware statutory trust. Both investment vehicles are similar in that they allow for a group ownership structure that can be pre...

There are literally hundreds of investment newsletters these days.

Traditional, dead-wood media companies are dying. Take a look at the New York Times Co., America's (supposedly) great newspaper company. The NYT is a wonderful proxy for old-style content providers, such as newspapers and broadcasters, because it...

How a philosophy student became the number one investment newsletter analyst.

Investing orthodoxy stipulates that advisors should choose fund managers who don’t stray from their investing style.