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Investor exodus forcing hedge fund managers to take big pay cuts

October 21, 2016

The hits just keep on coming to the hedge fund space as managers are now expecting a 34% pay cut. Squeaking by on just $300,000. Yikes. Hints of new European monetary stimulus has pushed the greenback to a seven-month high. Leaving un ultra-loose...

Morningstar to create new style box for liquid alt funds

October 20, 2016

Morningstar is moving financial advisers a step closer to cutting through the fog of alternative-strategy mutual funds by creating a fresh set of style boxes just for liquid alternative funds. The new style boxes, which are still under construction,...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

Gold's price drop puts traders and investors at odds

October 18, 2016

The flat-lining price of gold in October reflects a unique split between traders and investors in the precious metal. While the price of gold, at around $1,260 an ounce, is up nearly 24% from the start of the year, it has fallen by nearly 8%...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

LendingClub introduces peer-lending robo for advisers

October 13, 2016

Advisers who want to invest clients in peer lending have a new shortcut. LendingRobot, an automated platform for individuals seeking such investments, now provides advisers with the ability to set up accounts on behalf of their clients, creating...

Financial advisers miss the mark by measuring alternative investments against stock market

October 12, 2016

There are plenty of reasons for financial advisers to be leery of alternative investments, but most of them are related to a lack of understanding and comparisons to the wrong kinds of benchmarks. In the wake of an unprecedented bull market...

ETFs emerging as important part of alternative investment market

October 9, 2016

Exchange-traded products are becoming an important part of the alternative investment market. ETFs have and will continue to “democratize” the investment world by allowing investors low-cost access to asset classes previously available only...

Alternative investments have made little headway in getting on retirement plan menus

October 9, 2016

A more than doubling of the U.S. stock market since the 2008 financial crisis has presented a persistent hurdle for most proponents of alternative investment strategies, but it has yet to derail their efforts. A raging bull market is probably...

Fidelity's billionaire Johnson family vs. the average investor

October 6, 2016

Fidelity Investment's private venture capital business gets called out for lining the pockets of the company's close-knit ownership circle at the expense of ordinary mutual fund shareholders. The Johnson clan gets richer. In the race to the...

The race for lower fees shines a light on smart beta

October 6, 2016

As BlackRock Inc. throws down the gauntlet with some sweeping price cuts across its exchange-traded funds lineup, it's only logical to assume the increasingly popular smart beta strategies will be next in line to feel the spreading pressure...

Big bets come back to haunt Franklin Templeton's global bond fund

October 5, 2016

The $44 billion Templeton Global Bond Fund (TGBAX) is probably not what most financial advisers would expect from a strategy in such a bland and stoic category as world bond funds. But, based on the pace of money flowing out of the fund over...

Alternative investments shop 361 Capital 'diversifies' into long-only management

October 4, 2016

In a move that goes against the grain of the broader asset management industry, alternative investments shop 361 Capital announced Tuesday plans to acquire long-only manager BRC Investment Management. 361 Capital has already filed to launch...

SEC uses big data to make $15-million case against UBS for improper complex products sales

September 28, 2016

UBS Financial Services paid more than $15 million to settle Securities and Exchange Commission charges that it improperly sold risky, complex products to investors, the agency announced on Wednesday. In pursuing the case, the SEC said that it...

Old school fund companies Goldman, JPMorgan wade deeper into ETF market

September 16, 2016

Old-line asset management shops are continuing to wade deeper into the ETF market, seemingly embracing the notion that 'if you can't beat 'em, join 'em.' Over the past few weeks, Goldman Sachs Asset Management, JPMorgan Asset Management, and...

Time to start navigating that minefield of mutual fund capital gains

September 9, 2016

Heading into capital gains distribution season for mutual funds, there are some potential pitfalls worth noting for financial advisers. Don't assume a fund will always be tax friendly. The muni-bond lovefest continues. Investors are pouring...

Raymond James gains alternative investments with Alex. Brown deal

September 6, 2016

Raymond James Financial Inc. has completed its purchase of Deutsche Bank AG's U.S. private client unit, Alex. Brown, opening up a new offering of sophisticated investments for the brokerage firm. The deal, which was completed Monday, will give...

Tax traps await master limited partnership investors

August 26, 2016

Low interest rates continue to cause income-oriented investors to search for alternatives to traditional bond investments. One such option has been master limited partnerships, or MLPs. While MLPs have their attractive features, investors are...

Real estate valuations likely to cap REIT returns

August 19, 2016

For years, brokers have been selling high commission, nontraded real estate investment trusts with the promise of high dividend yields of 6% and 7% annually. That eye-popping dividend rate was the key element to advisers' successful marketing...

Smart beta finds fixed income

August 18, 2016

Fixed income shapes up as the next frontier for smart-beta strategies. A small but strong showing. The haters are gonna hate this, but things might be shaping up for the start of a bear market for bonds. The momentum is just getting started....

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