Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade
Activist investor exits after Legg lost 42% of its value in past year.
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
Factoring in Fed policy, cheap oil, and living with volatility
Why pulling out of emerging markets borders on foolhardy
Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators
Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.
Robo-advisers might have more reasons to be worried about the next bear market than investors do.
<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.
Corporate execs and activist investors get the biggest bang from repurchase plans.
Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food
Even though stock funds scored big gains in March, they're still trailing bonds for 2016.
<i>Breakfast with Benjamin</i> Even after its best quarterly performance in nearly 30 years, gold could still have some upside to go.
Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution
One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.
Plus: Consumers are borrowing like it's 2008, mortgage-backed securities are back in vogue, and college is for chumps
<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep
