Investing

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INVESTING ALTERNATIVES MAY 20, 2015
Suppressing volatility? Easy. Eliminating risk? Not so easy

For advisers and investors concerned that all this market intervention will end badly, there are ways to hedge that risk.

By Matt Dority
Phony adviser convicted for conning a real adviser out of $11.3 million
INVESTING EQUITIES MAY 20, 2015
Phony adviser convicted for conning a real adviser out of $11.3 million

<i>Breakfast with Benjamin</i>: A fake financial adviser was found guilty of wire fraud and money laundering related to $11.3M he conned from a real adviser.

By Jeff Benjamin
InvestmentNews launches nontraded REIT database
INVESTING ALTERNATIVES MAY 20, 2015
InvestmentNews launches nontraded REIT database

Information will help advisers evaluate current offerings in $20 billion industry.

By Bruce Kelly
Global bond market selloff is now described as 'violent'
INVESTING EMERGING MARKETS MAY 20, 2015
Global bond market selloff is now described as 'violent'

Plus: Currency traders become the new yield producers, building a global portfolio, and what Yogi Berra might say about today's financial markets

By Jeff Benjamin
INVESTING EQUITIES MAY 20, 2015
DoubleLine's Jeffrey Gundlach says Fed rate hike on hold

<i>Breakfast with Benjamin:</i> Renowned bond manager says lack of wage inflation will keep the Federal Reserve from lifting interest rates this year. But when it does, avoid junk bonds.

By Jeff Benjamin
INVESTING EMERGING MARKETS MAY 20, 2015
Puerto Rico investors sue UBS for $4.5 million

Claim says UBS mismanaged a trust to keep monies invested in closed-end bond funds.

By Mason Braswell
Raymond James bolsters indexed annuities and life wholesaling with acquisition
ADVISOR NEWS INDEPENDENT BROKER DEALERS MAY 19, 2015
Raymond James bolsters indexed annuities and life wholesaling with acquisition

Deal with insurance marketer Producers Choice is expected to give the broker-dealer greater control over the way annuities are wholesaled to its advisers.

By Darla Mercado
George Soros pitches a currency move to prevent a third world war
INVESTING EQUITIES MAY 19, 2015
George Soros pitches a currency move to prevent a third world war

<i>Breakfast with Benjamin</i>: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.

By Jeff Benjamin
Gold bulls celebrate the strongest run since January
INVESTING EQUITIES MAY 19, 2015
Gold bulls celebrate the strongest run since January

<i>Breakfast with Benjamin</i> Gold enjoys its best performance since January as the dollar's run takes a breather.

By Jeff Benjamin
Investors jump into European stocks hoping for another QE ride
INVESTING EQUITIES MAY 19, 2015
Investors jump into European stocks hoping for another QE ride

Record inflows raising concerns of a 'crowded trade'

By Jeff Benjamin
INVESTING ALTERNATIVES MAY 18, 2015
Assets in world's largest gold fund slump 48% to lowest level since financial crisis

Demand evaporates as stocks rally, investors prepare for higher U.S. interest rates.

By Bloomberg
Goldman Sachs says the bull market is getting long in the tooth
INVESTING EQUITIES MAY 18, 2015
Goldman Sachs says the bull market is getting long in the tooth

<i>Breakfast with Benjamin</i>: Goldman Sachs analysts believe stocks' most recent record high could be the last for a while.

By Jeff Benjamin
Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris
INVESTING ALTERNATIVES MAY 18, 2015
Private equity stalwart Pomona Capital launches fund for smaller investors, joining ranks of Carlyle, Altegris

New fund, limited to accredited investors, will target the secondary PE market.

By Jeff Benjamin
ADVISOR NEWS RETIREMENT PLANNING MAY 17, 2015
From elder planning to implementation

Advisers' jobs include not only helping clients reach a secure retirement but also helping them live through that retirement

By MFXFeeder
INVESTING EQUITIES MAY 15, 2015
Why it's time to believe the hype behind ESG investing

Studies show socially conscious investing principles positively affect long-term, risk-adjusted returns.

By Thomas Hoops
Medicare becoming a bigger piece of retirement planning for advisers
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2015
Medicare becoming a bigger piece of retirement planning for advisers

With regulatory and marketplace changes, more clients nedd help navigating Medicare maze.

By Darla Mercado
INVESTING ETFS MAY 14, 2015
Eaton Vance dismisses BlackRock remarks on NextShares

CEO Faust calls remarks by BlackRock executives skeptical of the future of NextShares, an exchange-traded successor to mutual funds, 'off base.'

By Trevor Hunnicutt
Fidelity fights back against 'active share'
INVESTING MUTUAL FUNDS MAY 14, 2015
Fidelity fights back against 'active share'

Facing outflows in its actively managed funds, the $2 trillion money manager lashes out against a popular measure that more advisers and investors are using to pick funds.

By Trevor Hunnicutt
ADVISOR NEWS RETIREMENT PLANNING MAY 13, 2015
How will Medicare coverage travel with clients this summer?

Help your clients prepare for that bon voyage by letting them know how they can travel and use Medicare.

By Katy Votava
INVESTING MUTUAL FUNDS MAY 13, 2015
Mutual fund companies blend into unwashed mass for consumers

In 'grave strategic error,' mutual fund managers have allowed their products to be commoditized, a new report finds, but not all firms are suffering. <i>(Don't miss: <a href="//www.investmentnews.com/gallery/20150401/FREE/401009999/PH&quot;" target="&quot;_blank&quot;" rel="noopener noreferrer">The first quarter's best and worst mutual fund groups</a>)</i>

By Jeff Benjamin