Investing

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Cabot Lodge dispute heats up with whistleblower claim
ALTERNATIVES FEB 10, 2015
Cabot Lodge dispute heats up with whistleblower claim

Former compliance officer alleges fraud at nontraded REIT helmed by Jacob Frydman.

By Bruce Kelly
Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS
EQUITIES FEB 10, 2015
Ray Dalio's Bridgewater picks up chunk of Microsoft, ditches UPS

Hedge fund manager tops most peers in January with an 8.3% gain.

By Bloomberg
Apple's market cap tops $700 billion, a milestone for U.S. companies
EQUITIES FEB 10, 2015
Apple's market cap tops $700 billion, a milestone for U.S. companies

Shares of iPhone maker more than twice as valuable as rival Microsoft. No 2? Exxon Mobil Corp., with a market cap of $385.4 billion.

By Bloomberg
Wealthy investors loving U.S. stocks
EQUITIES FEB 10, 2015
Wealthy investors loving U.S. stocks

Investors continue to see domestic stocks as the best thing going: Legg Mason survey.

By Trevor Hunnicutt
Pimco Total Return Fund drops another $11.6B even with decent performance
EQUITIES FEB 10, 2015
Pimco Total Return Fund drops another $11.6B even with decent performance

<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.

By Jeff Benjamin
EQUITIES FEB 10, 2015
When underperforming the S&P 500 is a good thing

Matching the index last year would have involved too much risk.

By Jeff Benjamin
ETFS FEB 10, 2015
Active managers get a seat at the ETF table

To the chagrin of some, a fast-growing industry comes to terms with active management.

By Trevor Hunnicutt
Hedge fund managers testing the social media waters
ALTERNATIVES FEB 10, 2015
Hedge fund managers testing the social media waters

Lifted advertising ban and pressure from liquid alts drive secretive managers into the open.

By Jeff Benjamin
ALTERNATIVES FEB 10, 2015
UBS renews push to increase advisers' hedge fund use

The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.

By Trevor Hunnicutt
EQUITIES FEB 10, 2015
How money managers fight their emotions and sometimes lose

Since the 2008 financial crisis, the notion that investors often behave irrationally has become axiomatic. What's more controversial is whether money managers can avoid making &amp;mdash; or even exploit &amp;mdash; the mistakes of the investing masses.

By Gregory Crawford
Taxes might not be the main reason U.S. companies are relocating overseas
RETIREMENT PLANNING FEB 09, 2015
Taxes might not be the main reason U.S. companies are relocating overseas

<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

By Jeff Benjamin
After Bill Gross, Pimco Total Return performance is back at the top
ETFS FEB 09, 2015
After Bill Gross, Pimco Total Return performance is back at the top

Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.

By Trevor Hunnicutt
Art investors in a tizzy over a flood of Picassos
EQUITIES FEB 09, 2015
Art investors in a tizzy over a flood of Picassos

<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.

By Jeff Benjamin
FIXED INCOME FEB 09, 2015
For investors seeing bond yields slip, munis offer solid alternative

Strategy: Be greedy when other muni bond investors get fearful and don't worry when Treasury yields begin to pick up.

By Bloomberg
ARC REITs sign up KPMG as new auditor
ALTERNATIVES FEB 09, 2015
ARC REITs sign up KPMG as new auditor

Meanwhile, ARC Healthcare goes liquid at $13.12 per share.

By Bruce Kelly
EQUITIES FEB 09, 2015
The rest of 2015 may not look like January

Nuveen's chief equity strategist says benefits of lower oil prices and strengthening economy will come to the rescue of equity markets.

By Robert C. Doll
ETFS FEB 09, 2015
BlackRock leads Vanguard as ETFs race toward a record year

Two giants remain in a tight race for buy-and-hold index investors' money as category total close to cracking the $2 trillion mark in a 'victory of vanilla' story.

By Trevor Hunnicutt
EQUITIES FEB 08, 2015
Chasing performance is too risky

Time for advisers with clients whose portfolios are near a peak in stocks to preach caution.

By MFXFeeder
FSI to help member firms provide health care benefits
RETIREMENT PLANNING FEB 06, 2015
FSI to help member firms provide health care benefits

The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz

By InvestmentNews
Investors flock to low-volatility ETFs as stock market swings widen
EQUITIES FEB 06, 2015
Investors flock to low-volatility ETFs as stock market swings widen

Assets in ETFs designed to lessen volatility climb 15% in the first five weeks of the year.

By Bloomberg