<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.
<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years, with a cash deal to buy Cetera Financial Group.
Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?
Thinking of getting your clients into liquid alts? Read this first.
Bringing light and due diligence should be a priority for the investment advice industry.
Today's <i>Breakfast with Benjamin</i> menu: Finra targets trading trickery. Plus: Credit Suisse pleads guilty to tax evasion, dealing with the Fed's giant balance sheet, Treasuries vs. gold and 10 great baseball movies to see this summer.
Legg plans to work with UK-based institutional investor to develop retail funds
Once the domain of institutions and ultra wealthy, hedge funds and private equity funds are seeking ways to tap into the huge pot of 401(k) assets. But given their high fees and so-so returns, investors may be better off avoiding them.
With three straight months of inflows, the hedge fund industry now boasts a record $2 trillion in assets. The $469 billion funds-of-hedge-funds business, however, has had just two months of net inflows in the past 24. Jeff Benjamin on what's going on.
Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?
CEO bows in apology to Japanese customers; possible theft of 850,000 units.
Whether or not bitcoin ever rivals the dollar, the digital currency platform could be a springboard for future monetary innovations.
They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.
Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.
Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.
<i>Breakfast with Benjamin:</i> Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed
Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.
Real estate, REITS and MLPs are increasingly on advisers' radar screen, but a new study finds allocations in just one of five portfolios. Jeff Benjamin explains.
As 2014 opens, the North American energy revolution continues to help our economy and provide compelling investment opportunities across the energy value chain.