<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Strategy: Be greedy when other muni bond investors get fearful and don't worry when Treasury yields begin to pick up.
Nuveen's chief equity strategist says benefits of lower oil prices and strengthening economy will come to the rescue of equity markets.
'There's value to be found out there, but you have to look very carefully'
<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%
Investor says firm took lucrative payouts at the expense of shareholders.
Investors including OppenheimerFunds and Franklin Resources have convinced a judge that bankruptcy law and the U.S. Constitution should prevail.
Societe Generale economist says the 'dollar economy' is going the wrong way.
<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.
Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Finra's just-released regulatory and exam priorities for the new year include an unusual directive that brokers act in the best interests of clients regardless of current rules.
Service provide plans to expand investment opportunities for its network of advisory firms
With Japanification &mdash; deflation, debt crises, demographic pressures and decades lost in economic stagnation &mdash; in evidence in the bond markets, it's reasonable for investors to question whether Europe is following the path Japan took.
