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Morningstar doubles down on expense ratio disparity debate

May 26, 2015

The puzzling riddle of expense ratios for many liquid alternative mutual funds is not going away, as illustrated by last week's detailed post by Josh Charlson, director of manager research for alternative strategies at Morningstar Inc. For financial...

When investing in emerging-markets economies, stock picking beats indexed exposure

May 24, 2015

Investing in emerging-markets economies is less about why than about how and where. Publicly traded companies in the emerging markets with a market capitalization of at least $300 million are represented by more than 6,000 stocks. That compares...

Smaller economies offering bigger returns in the emerging markets sector

May 24, 2015

A slowdown in Chinese economic growth, a pullback in Indian stock prices and the Damoclean sword of U.S. monetary policy are hanging over emerging markets. But that isn't stopping Chad White, president of Safe Harbor Wealth Management Inc.,...

Duty to retirement plans expanded

May 24, 2015

The Supreme Court just increased the burden on anyone who serves as a fiduciary to a defined-contribution plan. Advisers with clients who are sponsors of, or serve as trustees to, 401(k)s and other defined-contribution plans should advise those...

Tim Geithner spills the beans on how he navigated the financial crisis

May 22, 2015

Getting up close and personal with Tim Geithner. The former Treasury Secretary reflects on the financial crisis. 'One great thing about our country is that when governments take actions like this, you can test their merits and legality in court.'...

Inflation report boosts odds of September rate hike

May 22, 2015

Financial markets' reaction Friday to the unexpected uptick in April Consumer Price Index data underscores the wild and crazy world of quantitative easing, according to Bob Rice, managing partner at Tangent Capital. “This shows us the fascinating...

Real estate company seeks $20M for New York City mausoleum high-rise

May 21, 2015

A New York real estate company is seeking funding for a new kind of high-rise in the heart of Manhattan: a mausoleum for the deep-pocketed deceased. United Realty is organizing a $20 million offering for qualified investors who'd like to get...

Wirehouses raise clients' exposure to alternatives, but reps still just dabbling

May 21, 2015

Wirehouse reps have been steadily increasing client allocations to alternative investments in stride with the level of risk building in the overall stock and bond markets. The latest research from the Money Management Institute and Dover Financial...

Phony adviser convicted for conning a real adviser out of $11.3 million

May 21, 2015

A con-man to the stars, who was masquerading as a financial adviser, has been found guilty of wire fraud and money laundering related to $11.3 million he conned out of another financial adviser. Busted while pretending to represent Carlos Slim...

George Soros pitches a currency move to prevent a third world war

May 20, 2015

Billionaire investor George Soros might have made a lot of money 23 years ago with his now famous bet against the British pound, but it's not clear if he still carries enough weight to influence the global political debate. Regardless, he's...

How portfolio diversification can help deliver more income to clients

May 20, 2015

Is it just me, or has it gotten harder to build a decent investment portfolio? Equity markets are near all-time highs after a long and extended run. Much of fixed income has followed the Federal Reserve down close to zero. Europe's problems...

Exclusive: Jeffrey Gundlach warns advisers on 'unconstrained' bond funds

May 20, 2015

Jeffrey Gundlach is warning investors that they may not get what they expected out of mutual funds engineered for an era of rising interest rates. The DoubleLine Capital founder said Tuesday that unconstrained bond funds, whose managers are...

A portfolio strategy that goes all in for alts to dial down market risk

May 20, 2015

For a lot of financial advisers, a 5% or 10% allocation to alternative investments is still viewed either as pushing the limits or as checking off the box for having some exposure to alternatives. But what about a 45% allocation that represents...

Even outside U.S., passive investments widen share of sales over active

May 19, 2015

Last month, Index funds tracking global equities gained their largest edge, in total sales, over actively managed funds since the financial crisis, Morningstar Inc. said Tuesday, as investors bypassed stock-pickers to capture the markets' strong...

Goldman Sachs says the bull market is getting long in the tooth

May 19, 2015

How much higher can stocks go from here? Not much, according to Goldman analysts. The most recent record high could be the last for a while Forget about Tom Brady and the Patriots, the real 'Deflategate' belongs to the Federal Reserve. 'We know...

Icahn says Apple shares worth $240, 86% more than they are today

May 18, 2015

Apple Inc., which already announced it was boosting its capital-return program by $70 billion, should increase its stock buyback, Carl Icahn wrote in a letter to the company. The market continues to misunderstand the maker of iPhones and iPads...

InvestmentNews launches nontraded REIT database

May 18, 2015

InvestmentNews has launched its nontraded real estate investment trust database. As interest rates remain at record low levels and advisers search for ways to generate income for their clients, nontraded REITs have evolved from a relatively...

Gold bulls celebrate the strongest run since January

May 18, 2015

Gold bulls have their day in the sun as the dollar's run takes a breather. Gold sees its best run since January The bond market is still queasy from the recent selloff, but analysts are at least forecasting that the worst is over. 'There is...

Asset manager sees gold in grass; starts PE pot fund

May 18, 2015

As marijuana becomes legalized in various parts of the country, investors and asset managers are grappling with the best way to make some money off the trend. The latest, and perhaps most aggressive, effort is a new private-equity fund from...

Your clients might need some hand-holding for that first rate hike

May 15, 2015

Even with the chances of a June interest rate hike getting slimmer by the day, there is no harm in helping investors better understand what it means for them when the Fed does start to tighten. A primer on guiding clients through the first rate...

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