<i>Breakfast with Benjamin</i>: The third quarter was not kind to active fund managers, with two-thirds unable to beat their benchmarks.
Jonathan Litt says REIT, once a part of Nicholas Schorsch's real estate empire, suffering from lack of investor confidence due to legacy management structure.
BofA study finds auto enrollment plans helping a lot but workers, particularly younger ones, are more confident as the financial crisis continues to fade.
65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.
Money manager's view contrasts with some big hedge fund managers who see beginnings of bear market
AR Capital points to market turbulence and impending merger with Apollo.
Money manager says total trading halt when a certain number of shares stop trading would give traders time to regroup.
<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.
RIA custodian is also "taking a look" at role of Morningstar in selecting funds and considers sharing data on advisers, according to an executive.
The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.
Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.
Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.
<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.
Recent fund performance is leaving higher-profile competitors in the dust.
Janus bond manager says market jolt from hike would be fair trade for long-term health
Remedies include clarifying rules for canceling trades, loosening short-selling restrictions and protecting small investors by restricting some orders.
Stock market volatility drives up the appetite for alternative strategies.
New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'
Current valuations and distribution rates mean long-term investors should take notice
Nicholas Schorsch made hundreds of millions in real estate, but an accounting scandal devastated his business.
