Investing

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Best junk bond manager of decade says recession fears overdone
MUTUAL FUNDS MAR 03, 2016
Best junk bond manager of decade says recession fears overdone

Fidelity's Mark Notkin sees mid-to-high single-digit returns for 2016

By Bloomberg
Value stocks poised to take the lead from growth investing
MUTUAL FUNDS MAR 03, 2016
Value stocks poised to take the lead from growth investing

A looming earnings recession favors utilities, staples, dividend-payers.

By Jeff Benjamin
Financial advisers, analysts shrug off recession fears
EQUITIES MAR 03, 2016
Financial advisers, analysts shrug off recession fears

Meager economic growth and political fear-mongering aside, financial advisers shouldn't be overly concerned about the threat of a U.S. recession.

By Jeff Benjamin
Gold rally takes a breather
ETFS MAR 03, 2016
Gold rally takes a breather

Some analysts say the pullback makes more sense than the rally

By Jeff Benjamin
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds
EQUITIES MAR 02, 2016
Morningstar's sustainability effort kicks off with ESG scores on 20,000 funds

Scoring funds for social, environmental and governance factors feeds a growing investor appetite

By Jeff Benjamin
Buffett bets on real estate with stake in Sears spin-off REIT
ALTERNATIVES MAR 02, 2016
Buffett bets on real estate with stake in Sears spin-off REIT

Attraction for the billionaire could be the REIT's right to recapture leased space at better rates.

By Bloomberg
Eaton Vance's NextShares fund meets critical reviews
EQUITIES MAR 01, 2016
Eaton Vance's NextShares fund meets critical reviews

Hybrid exchange-traded mutual fund called a 'test case', and is already receiving some skeptical reviews.

By Jeff Benjamin
Commonwealth ceases sale of some variable annuities
LIFE INSURANCE AND ANNUITIES MAR 01, 2016
Commonwealth ceases sale of some variable annuities

Commonwealth brokers can no longer sell L share class variable annuities, as industrywide scrutiny of these annuity contracts grows.

By Greg Iacurci
LIFE INSURANCE AND ANNUITIES FEB 29, 2016
MetLife wins court ruling to remove 'too big to fail' label

Classifying America's biggest life insurer as a systemically important financial institution gets rejected by a federal judge.

By Bloomberg
EQUITIES FEB 29, 2016
Allianz's El-Erian: What markets need from Friday's U.S. jobs report

The U.S. employment report for February will need to show continued robust job additions, higher wage growth and a labor participation rate that is edging up.

By Mohamed El-Erian
EQUITIES FEB 29, 2016
A financial adviser's favor and an odd research note that took down a $7B Ponzi scheme

<i>Breakfast with Benjamin</i> The simple gesture of a financial adviser doing a favor for a friend, and an odd research note, helped take down the Allen Stanford Ponzi scheme.

By Jeff Benjamin
Aequitas meltdown underscores the importance of due diligence, caution
RIA NEWS FEB 29, 2016
Aequitas meltdown underscores the importance of due diligence, caution

The alternatives platform's collapse underscores the concept that when something looks too good to be true, it probably is.

By Jeff Benjamin
OPINION FEB 29, 2016
Why indexed annuities eventually could outsell the variable variety

The factors influencing a shift toward indexed annuities and away from variable annuities

By Scott Stolz
MUTUAL FUNDS FEB 29, 2016
Is your 529 college plan one of the four with Morningstar gold?

Improvements to some plans include lower fees and an added layer of investment consultants.

By Liz Skinner
EQUITIES FEB 28, 2016
On guard against inflation

Warning signs of inflation have begun to appear, and advisers shouldn't be ignoring them

By MFXFeeder
EQUITIES FEB 26, 2016
Hedging the risk of Congress going after Roth retirement accounts

<i>Breakfast with Benjamin</i> Is it time to start hedging the risk that Congress might renege on its Roth promise?

By Jeff Benjamin
'Big Short' professor's fund swells in past year
MUTUAL FUNDS FEB 26, 2016
'Big Short' professor's fund swells in past year

Richard Thaler's cameo in the Oscar contending movie &#8220;The Big Short&#8221; was a rare moment of glamour for an economist who built his career studying the follies of human behavior.

By Bloomberg
EQUITIES FEB 26, 2016
The best strategy for this stock market is to own what hedge funds don't

<i>Breakfast with Benjamin</i> Turns out the key to navigating the current market environment is to do whatever hedge funds are not doing. It's that simple.

By Jeff Benjamin
EQUITIES FEB 26, 2016
Tech stocks for dividends no longer a joke

Reason to like tech dividend payers: Most have enough cash to keep their dividends flowing for years.

By John Waggoner
LIFE INSURANCE AND ANNUITIES FEB 25, 2016
Fidelity suspends MetLife annuity sales as insurer mulls breakup

The second-largest U.S. mutual fund company stopped sales of MetLife's annuities in light of uncertainty surrounding a possible sale of its retail unit.

By Bloomberg