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ALTERNATIVES JAN 08, 2015
Want to build a better portfolio? Consider smart beta strategies

Determining whether these ideas have a place in client portfolios, and how to adjust allocations to take advantage of them.

IRS budget cuts mean fewer audits, delayed refunds
RETIREMENT PLANNING JAN 08, 2015
IRS budget cuts mean fewer audits, delayed refunds

'A devastating erosion of service' at the agency over the past five years, according to the national taxpayer advocate

Account minimums are only good for paper
PRACTICE MANAGEMENT JAN 08, 2015
Account minimums are only good for paper

Why some advisers should consider ditching account minimums.

Volatility in stocks expected to climb amid anxiety over oil, global growth, rates
EQUITIES JAN 08, 2015
Volatility in stocks expected to climb amid anxiety over oil, global growth, rates

S&P 500 caps first four-session loss in 13 months Monday with big decline as fear gauge spikes.

ALTERNATIVES JAN 08, 2015
With no inflation and oil falling, gold loses appeal for investors

Cheaper energy means there are no signs that inflation is approaching the Fed's 2% target, says Bill Gross.

RIA NEWS JAN 08, 2015
Warren Buffett's railroad buyout sees big returns thanks to oil boom

Investment in BNSF was just a gamble until Bakken strike

RETIREMENT PLANNING JAN 07, 2015
Surprising factor in women's retirement decision: grandchildren

Considering taking time off to help? Leaving the workforce early carries higher costs than you may realize.

$6.3B money manager looking for bargains in oil, European industrials
EQUITIES JAN 06, 2015
$6.3B money manager looking for bargains in oil, European industrials

At a time when U.S. stocks are beating the rest of the world, Sarah Ketterer mostly invests overseas. And at a time when index funds and exchange-traded funds are ascendant, she invests the old-fashioned way: She scouts for well-run companies and buys them when they look cheap.

Pimco Total Return suffers worst year for redemptions, with Gross, El-Erian departures
MUTUAL FUNDS JAN 06, 2015
Pimco Total Return suffers worst year for redemptions, with Gross, El-Erian departures

Investors pull $105 billion, bringing assets to 2008 levels, but withdrawals slow in fourth quarter.

FIXED INCOME JAN 06, 2015
Wall Street expecting bad year for bonds with Fed's Yellen poised to raise interest rates

Just about everyone's bearish. But nearly every forecaster was caught off guard in 2014 as Treasuries posted the biggest returns since 2011 even as Janet Yellen and the Federal Reserve ended the historic bond-buying program.