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Smart-beta strategies can help today’s investors, but they’re not all created equal
Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.
Legg Mason joins the smart-beta ETF space, without calling it that
The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.
SEC’s Mary Jo White rips bill to ease restrictions on BDCs
Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.
Investors thinking about retirement should understand BDCs
Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.
Legg Mason in exclusive talks to buy Clarion Partners
Deal said to value real estate investment manager at $850M
Twitter and Snapchat shape up as potential robo-advice players
Breakfast with Benjamin Are Snapchat and Twitter the next players to enter the robo-advice game?
Goldman Sachs benches its BRIC strategy
Breakfast with Benjamin: Brazil, Russia, India and China assets are down 88% since their 2010 peak.
How Nick Schorsch lost his mojo
Today’s publication of our story on Nicholas Schorsch offers readers a rare glimpse into the rise —…
Amidst the market carnage, liquid alt funds lived up to their promise
Diversifying beyond a single fund or single strategy is key.
Securitization makes a comeback
Breakfast with Benjamin: Securitization comes back and it's not all bad...Plus, how JPMorgan is positioned for rising rates, Deutsche Bank suspends currency traders, GM pays a dividend, and more minimum wage math.
The SEC has reduced the charges against SAC Capital’s Steve Cohen
Breakfast with Benjamin: SEC backs away from part of its charges, moving Steve Cohen a step closer to again managing outside capital.
The challenge of keeping clients away from shiny new investing trends
A firsthand example of how hard it can be for investors to ignore something that looks exciting.
As market volatility spikes, investors plan to lift allocation to alternatives: Survey
Pensco study finds SEC's crowdfunding rule likely to draw investors to more private equity-like vehicles.
ETF options juggernaut marches on amid market turmoil
As investors rush to protect their portfolios in a tumultuous start to the year, odds are they will be using options on exchange-traded funds to do it.
No point in comparing Bill Gross’ performance at Janus to what he did at Pimco
Breakfast with Benjamin While it might be tempting to pit the Bond King's new Janus fund against the Pimco Total Return Fund, they are different animals.
Economic forecasters predict market volatility in 2016
Plus: The Fed's rate hike isn't likely to be enough to derail corporate America's borrowing binge.
India cover story
It would be difficult to overstate the economic and demographic momentum of India. The country of 1.3…
What we’ll remember about the markets in 2015
Some highs and lows, swings and misses
DOJ’s ‘cease fire’ on state marijuana laws sparks fresh investment buzz
Bracing for the highs and lows of cannabis-industry stocks.
LPL to pay $1.4 million fine and return investor money for certain nontraded REIT sales
Broker-dealer agrees to a $1.4 million fine and will return investor money on approximately 2,000 sales of nontraded REITs. Firm also settles with states regarding leveraged ETFs.
