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Obama's proposed budget lets unemployed workers drain their retirement savings
RETIREMENT PLANNING MAR 11, 2015
Obama's proposed budget lets unemployed workers drain their retirement savings

<i>Breakfast with Benjamin</i>: The president's 2016 budget lets workers tap into their 401(k)s penalty-free once unemployment runs out.

By Jeff Benjamin
Vanguard may expand fast-growing virtual investing service to advisers
RIA NEWS MAR 11, 2015
Vanguard may expand fast-growing virtual investing service to advisers

Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.

By Trevor Hunnicutt
ALTERNATIVES MAR 10, 2015
ARCP insiders generated $900M in fees during buying binge: lawsuit

In an updated lawsuit, plaintiffs allege American Realty Capital Properties insiders artificially inflated a key metric to help it grow into a powerhouse with 4,400 properties and $21 billion in assets.

By Bruce Kelly
ARCP plans to pay a dividend
ALTERNATIVES MAR 10, 2015
ARCP plans to pay a dividend

Adjusted funds from operations slip as new CEO prepares to take the helm

By Bloomberg
Small cap stocks go large on dividend payouts
EQUITIES MAR 10, 2015
Small cap stocks go large on dividend payouts

Emerging trend could change the way advisers view income and growth.

By Jeff Benjamin
Principal hires Pimco exec to run new ETF business
ETFS MAR 10, 2015
Principal hires Pimco exec to run new ETF business

Paul Kim to build and develop the strategy but whether firm plans to launch exchange-traded funds remains to be seen.

By Randy Diamond
Strong dollar is keeping the markets on edge
EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

By Jeff Benjamin
ARCP reports "weakness" in financial reporting controls
ALTERNATIVES MAR 10, 2015
ARCP reports "weakness" in financial reporting controls

The audit committee for troubled traded REIT American Realty Capital Properties Inc. said it &#8220;found certain material weaknesses in the company's internal controls over financial reporting and its disclosure controls and procedures.&#8221;

By Bruce Kelly
In rare move, Vanguard beefs up international exposure in target date funds
EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

By Jeff Benjamin
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock
RIA NEWS MAR 10, 2015
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock

The firm's focus on cost-conscious, fee-based advisers has been a winning strategy.

By Trevor Hunnicutt
4 ways cash drags down investors' portfolios
EQUITIES MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

By Dan Egan
4 ways cash drags down investors' portfolios
OPINION MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

By Dan Egan
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

By Jeff Benjamin
Apple joining Dow could leave clients overexposed to tech giant
EQUITIES MAR 09, 2015
Apple joining Dow could leave clients overexposed to tech giant

Blue chip barometer likely to get more volatile after the March 19 switch.

By Jeff Benjamin
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs
MUTUAL FUNDS MAR 09, 2015
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs

Janus has indicated significant plans in the ETF space, including a possible fund with the Pimco founder.

By Trevor Hunnicutt
Smart money moving to the sidelines as earnings signal flashes red
EQUITIES MAR 09, 2015
Smart money moving to the sidelines as earnings signal flashes red

<i>Breakfast with Benjamin:</i> Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

By Jeff Benjamin
Schwab 'robo-adviser' bets big on cash and 'smart' beta
FINTECH MAR 09, 2015
Schwab 'robo-adviser' bets big on cash and 'smart' beta

Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.

By Trevor Hunnicutt
Yellen and the Fed not swaying advisers
FIXED INCOME MAR 09, 2015
Yellen and the Fed not swaying advisers

Uncertainty about when the central bank will begin to raise interest rates has advisers sticking to their fixed-income guns.

By Jeff Benjamin
Wealthfront, Edelman clash on robo-advisers
RIA NEWS MAR 09, 2015
Wealthfront, Edelman clash on robo-advisers

The old guard of wealth management clashed with the new as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with Adam Nash, the top executive at Wealthfront.

By Trevor Hunnicutt
ALTERNATIVES MAR 09, 2015
Sales plummet at Cole Capital

Huge hurdles for nontraded REIT sponsor in weeks ahead.

By Bruce Kelly