<i>Breakfast with Benjamin</i>: The nation's biggest banks, like JPMorgan Chase, are lumping their broker-dealer units in with other 'non-essential' operations.
<i>Breakfast with Benjamin</i>: Which group is more nervous about the state of the markets? Advisers often misread their own tolerance for risk.
Data firms release only covers market orders, not limit orders, and as such there's not much room for price improvement anyway.
Not having access to the market has been protecting mutual-fund investors from fast declines.
Thomas M. Rampulla's return to the U.S. comes after the firm recast itself as a patron of an industry that once saw it as a threat.
<i>Breakfast with Benjamin</i>: The market bears are getting bolder as they start to come out from a long hibernation, which doesn't really bode well for the bulls.
The Global X FTSE Greece 20 ETF listed in the U.S. is just about the only way for investors to play the crisis. Be warned, however, it's volatile.
ETF holds up better than other funds that own riskier, lower-rated debt, which had their worst monthly outflows ever.
If the island can't pay back all of its debts, some fund holders could suffer haircuts.
<i>Breakfast with Benjamin:</i> An economist says Janet Yellen and the Fed are too chicken to raise rates, but at the same time the FOMC is trying to reassure markets that rate hikes will be slow and deliberate.
<i>Breakfast with Benjamin</i>: Greek voters opt for a collision course with the European Union over austerity. Go figure.
Greece isn't another Lehman Brothers. I am not worried about contagion as with subprime mortgages in 2007. I don't fear counterparty risk as with AIG.
By viewing alternatives through the lens of the three primary colors, they can be demystified
Author of report on classic cars as alternative investment calls sector 'exceptionally' complex.
The national cannabis market is forecast to reach $10.8 billion in sales by 2019 and while there are exchange-traded funds for rare earth metals and for stocks headquartered in Nashville, there are no ETFs that track pot stocks.
Bond manager says most investors have yet to be tested with a long-term downtrend and that's when liquidity will be an issue.
At its annual conference, Morningstar rolls out the Active/Passive Barometer, a tool that compares the performance of actively managed mutual funds net of fees to comparable passive products.
Report shows an opportunity for advisers with this expertise.
Understanding the impact of the supply-demand behavior is much more critical than ever.
Everyone is talking about the rise in interest rates and suggesting that it is something to be worried about. But think again.
