Smart beta is booming, just don't call it smart beta

Despite a name everyone hates, 2015 could be the year smart beta converts naysayers, as investors face many market head winds that make returns ever harder to come by.

NBA's Duncan sues adviser

Joining long list of pro athletes taken to cleaners by their adviser, all-star basketball player claims was pushed into investments that led to 'substantial loss.'

BlackRock dives into ARCP

The fund giant has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP.

Tracing the financial crisis to a budget surplus

Blog - In Friday's Breakfast with Benjamin, new research pins the 2008 financial crisis on reduced government debt thanks to the budget surplus during President Clinton's tenure. Plus: Big Oil starts to crumble, St. Louis scrambles to keep the Rams in town, and biology meets personal finance.

Feathers fly over adviser fees for cash

Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.

Broker-dealer hit with 'massive' data request from SEC

Girard Secuirities is being audited by the SEC, which is focusing on the firm's supervision of branch offices. CEO suggests move is part of larger investigation.

Auditor resigns from Schorsch-linked nontraded REITs

The accountant for eight nontraded REITs managed by Mr. Schorsch's privately held real estate manager, American Realty Capital, has resigned.

Youngsters bulking up on 401(k)s

Blog - Today's Breakfast with Benjamin features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

Data & Resources

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