<i> Breakfast with Benjamin:</i>Some say the stock market is overvalued. Some say it's not. Either way, buckle up for a bumpy ride.
Central banker may sense increasing urgency to rein in investors as the Fed prepares to raise interest rates.
On today's <i>Breakfast with Benjamin</i>, the market's reaction to a repeal of Obamacare might not be pretty. Plus: Financial advisers take on defined contribution plans, cheap oil uncovers driller debt burdens, and Kraft Foods gets (Cadbury Crème) Egg on its face.
The 5-10% allocation most advisers are using is not enough to manage risk
TCW has the highest level of cash in its credit funds since the 2008 financial crisis.
Altegris founder launches new model likely to draw naysayers (who will be singing a different tune when the market corrects)
Natixis launching 'retirement spending account' through advisers; other companies expected to follow with me-too products.
Award is tied to string of cases brought by retirees who said a broker placed them in unsuitable investments.
<i>Breakfast with Benjamin</i>: A weakening China will show the world how much it is really hooked on the Chinese economy.
Income stream made of put options is up 12.7% so far this year, triple the S&P 500.
Investors have pulled $1.44 billion from fixed income ETFs so far in June amid a drop in Treasuries, making it a smart move. But lurking uncertainties mean the jury is still out.
<i>Breakfast with Benjamin:</i> Male financial advisers still can't find a way to fully communicate with the female half of client couples. Here's why.
Relative calm in U.S. equities trading is an indication that the current bull market may become a bubble.
Fund company's new products attempt to capitalize on the growth of smart beta.
Just because your house hasn't burned down yet doesn't mean you can skip insurance.
Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area'
Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015"" target=""_blank"" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>
Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&P 500.
Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.
Due diligence and connectivity is expected to expand the market of PE investors
