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State Street, facing historic redemptions, slashes ETF prices

February 3, 2015

State Street Corp., whose ETF lineup saw the largest redemptions in history last month, on Tuesday aggressively cut its prices on nearly a third of its funds. The Boston-based custody bank is one of the early pioneers in building exchange-traded...

The rest of 2015 may not look like January

February 3, 2015

January was a rough month for equity markets. Volatility increased and stocks endured some notable setbacks. For the month, the S&P 500 Index fell 3.0% after declining 2.8% last week. We believe, however, that the same factors pushing stock...

What will be a 'tail event' in 2015?

February 3, 2015

With the price of oil down 50% over the last six months, there seems to be a resurgence of pundits predicting the possibility of tail events — on the downside and/or the upside — for 2015. This may lead people to ask their financial adviser...

ARC REITs sign up KPMG as new auditor

February 3, 2015

A number of American Realty Capital nontraded real estate investment trusts and programs have signed up Big Four accounting firm KPMG as their new auditor. On Jan. 22, Grant Thornton, the accountant for eight ARC nontraded REITs and a handful...

Gundlach's DoubleLine pulls in record cash

February 2, 2015

DoubleLine Capital, the bond firm co-founded by Jeffrey Gundlach, attracted its biggest monthly subscriptions ever last month after beating peers in 2014. DoubleLine got $3 billion in January, the most collected since the Los Angeles-based company's...

REITs not to the rescue this year

February 2, 2015

If you'rethinking about real estate as an asset class to deliver some alpha this year, what with a tepid stock market and the specter of rising interest rates, maybe you should think again. REITs poised to fall as estimate outperformance says...

Read the fine print before plunging into smart beta

February 1, 2015

Advisers considering diving into smart beta may want to read the fine print before taking the plunge. Industry observers are warning investors to be cautious before adopting the hottest trend in index investing, which Morningstar Inc. estimates...

Want to build a better portfolio? Consider smart beta strategies

February 1, 2015

There's no question that smart beta strategies have captured headlines as well as the attention of investors and advisers, but do they have a place in your clients' portfolios? And, more importantly, how might you adjust your asset allocation...

When underperforming the S&P 500 is a good thing

February 1, 2015

As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year. Fact is, a truly diversified investment portfolio...

Smart beta booming despite a name everyone hates

February 1, 2015

Say what you will about smart beta, but, please, do not call it smart beta. With few exceptions, true believers in the fast-growing hybrid of active management and passive investing are adamant that the strategy in general needs a better name....

The best- and worst-performing target date funds

February 1, 2015

The target date fund series promoted by J.P. Morgan Asset Management is thriving. The firm's SmartRetirement series was ranked No. 1 or No. 2 in the fourth quarter in six target date categories. The firm's decisions panned out when other fund...

BlackRock dives into ARCP

January 30, 2015

Fund giant BlackRock Inc. has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP. In a Thursday filing with the Securities and Exchange Commission BlackRock said it had acquired...

Bill Clinton loses points for building that budget surplus

January 30, 2015

New research pins the 2008 financial crisis on an economic environment created by Bill Clinton. Turns out that surpluses can have negative side effects. National Bureau of Economic Research says reduced government debt pushed investors into...

Younger generations going all in with 401(k) contributions

January 29, 2015

The average account totals might be slight, but the pace of 401(k) plan contributions has never been higher. Gen Y and Gen X participants are setting the pace As REIT performance carries over from a strong 2014, investors will want to know a...

NAPFA compensation committee member says AUM fees for cash raise conflicts

January 29, 2015

Cutting advisory fees for low-yielding cash positions might seem like the right thing to do, but the practice is also being challenged for presenting financial advisers with a major conflict of interest. “If you're charging lower fees for...

The latest CFA test scores send 56% back to square one

January 28, 2015

While some New Yorkers were shoveling out on Tuesday, a lot of Wall Street-wannabees were sweating over the results of the December CFA tests, which showed that only 44% of test takers passed. Cheer up, less than 20% of candidates pass all three...

Vanguard warns advisers on stock risk in client portfolios

January 28, 2015

Investors are taking a level of risk not seen since 1999 and 2007, and financial advisers should restrain the impulse of clients to boost sagging returns. Martha G. King, who oversees Vanguard Group Inc.'s adviser-sales division, said investors...

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

January 28, 2015

President Barack Obama's brief attempt to tax 529 college savings plans has inadvertently reminded some financial advisers that government promises can often be temporary, and planning should be approached accordingly. While Mr. Obama dropped...

Grant Thornton resigns as auditor for eight Schorsch-linked nontraded REITs

January 28, 2015

The accountant for eight nontraded real estate investment trusts managed by Nicholas Schorsch's privately held real estate manager, American Realty Capital, has resigned. Grant Thornton on Jan. 22 resigned as the independent registered public...

Russia is starting to look like an investment opportunity

January 27, 2015

The case for investing in Russia looks great, on paper. Just hold your nose and take a big bite. Banking on a business-friendly and reform-minded history If the hedge funders have it right, oil prices will continue to slide. Crude oil short...

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