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Schwab adds 18 more funds to its commission-free ETF platform
ETFS SEP 25, 2015
Schwab adds 18 more funds to its commission-free ETF platform

Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.

By Trevor Hunnicutt
The Fed tosses out another teaser that rates could still be hiked this year
EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

By Jeff Benjamin
Cash rises above stocks and bonds
EQUITIES SEP 23, 2015
Cash rises above stocks and bonds

<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.

By Jeff Benjamin
It's not too early to start preparing for mutual fund capital gains taxes
EQUITIES SEP 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes

<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

By Jeff Benjamin
ALTERNATIVES SEP 23, 2015
When interest rates rise, alternative strategies have chance to shine for income, diversification

As clients clamor for more income, there are eight alternative assets that emerge as viable options

By Bloomberg
New ETFs make slicing up the S&P by sector easier
EQUITIES SEP 23, 2015
New ETFs make slicing up the S&P by sector easier

The trick is knowing when and where to move in or out.

By Jeff Benjamin
How to shop smart during Medicare annual enrollment
RETIREMENT PLANNING SEP 23, 2015
How to shop smart during Medicare annual enrollment

This is the time of year when everyone on Medicare can reevaluate features of their plans to see if they're getting the best coverage at the best price.

By Katy Votava
3 allocation strategies that can help clients navigate through volatility
EQUITIES SEP 22, 2015
3 allocation strategies that can help clients navigate through volatility

Strategies designed to ride market waves provide the best upside in a market that points down.

By David Miller
What advisers should know about managed-futures funds
ALTERNATIVES SEP 22, 2015
What advisers should know about managed-futures funds

Often overlooked by advisers, these noncorrelated strategies can fit well in a thoughtfully constructed portfolio

By Matthew Shannon
Best-performing ETF of last 10 years is up 420%
ETFS SEP 22, 2015
Best-performing ETF of last 10 years is up 420%

Topping the list of the best-performing exchange-traded funds of the past 10 years is the PowerShares Dynamic Pharmaceuticals Portfolio, with an eye-popping return of 420%.

By Bloomberg
Papal visits have become precursors to stock market pullbacks
EQUITIES SEP 22, 2015
Papal visits have become precursors to stock market pullbacks

<i>Breakfast with Benjamin</i>: Turns out, rare trips to the U.S. by a Pope have not always been good for stocks.

By Jeff Benjamin
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds
EQUITIES SEP 22, 2015
The Federal Reserve's focus on global economic strength radically alters the rate-hike odds

Change in focus away from jobs and inflation could mean increase is off the table until global economies recover.

By Jeff Benjamin
Were volatility strategies to blame for the August drop in stocks?
EQUITIES SEP 22, 2015
Were volatility strategies to blame for the August drop in stocks?

Risk parity comes under scrutiny for its potential impact as prices slumped. The upshot: Maybe not

By Bloomberg
Buyout spree looms as discounts in U.S. real estate stocks deepen
ALTERNATIVES SEP 21, 2015
Buyout spree looms as discounts in U.S. real estate stocks deepen

More takeovers may follow Strategic Hotels, BioMed deals as REIT shares offer 15% discount to buying individual buildings.

By Bloomberg
Goldman Sachs faces stiff competition as it breaks into hot ETF market
ETFS SEP 21, 2015
Goldman Sachs faces stiff competition as it breaks into hot ETF market

With the $3 trillion in exchange-traded funds worldwide expected to double by 2020, the powerful bank is preparing to launch its first line of them.

By Eric Balchunas
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?
ALTERNATIVES SEP 21, 2015
Successful go-anywhere bond funds kept bets in check – but was performance due to skill or luck?

New analysis suggests the difference between top and bottom unconstrained funds was Treasury exposure and the effectiveness of the manager's market timing.

By Trevor Hunnicutt
MUTUAL FUNDS SEP 20, 2015
Exit fees in times of market stress: A solution in search of a problem

Allowing mutual funds to flip a switch and turn on exit fees for investors on a moment's notice seems reactionary and short-sighted.

By Andrew Leigh
The latest data on life insurance companies and long-term-care providers
RETIREMENT PLANNING SEP 20, 2015
The latest data on life insurance companies and long-term-care providers

By InvestmentNews Data
EQUITIES SEP 18, 2015
More distressing news for the 'Diva of Distressed' Lynn Tilton

<i>Breakfast with Benjamin</i>: Lynn Tilton is now being charged with 'grossly' mismanaging $100 million in investor assets, which she denies.

By Jeff Benjamin
The rise and fall of commodities puts some advanced economies on the ropes
EQUITIES SEP 18, 2015
The rise and fall of commodities puts some advanced economies on the ropes

<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.

By Jeff Benjamin