Deputy chief investment officer has inside track to succeed 'Bond King' as CIO
Passively managed portfolios of low-cost ETFs for 'core' portion of an investor's holdings.
SPDR DoubleLine Total Return Tactical exchange-traded fund to compete with Bill Gross' Total Return ETF.
Today's <i>Breakfast with Benjamin</i> looks at what's propelling REITs into their position as the year's hottest market sector, plus emerging market stocks' record month, Japan's inflation woes, and much more.
The challenges of an intermediate-term bond bull, Part 2.
Money manager Paul Schatz wonders if there is something dark and dangerous lurking
Amid the stock market's selloff, adviser Paul Schatz has been getting asked whether the bull is dead and a full-blown, multi-year correction is beginning.
<i>Breakfast with Benjamin:</i> Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania is alive and well.
Fund performance sagged as assets ballooned and performance sagged &ndash; but the manager says his bad bets were the culprit.
Testing the assumption that mutual fund managers focus on gathering assets to boost their compensation rather than on generating excess returns.
<i>Breakfast with Benjamin:</i> BlackRock calls Ukraine a market threat. Plus: JPMorgan gets a slap on the wrist from Finra, Yellen ponders fuzzy unemployment data, where the gold rally is headed from here, and the emergence of subprime business loans.
Nick Schorsch's RCS Capital is building the second-largest independent broker-dealer network &mdash; 9,000 registered reps and financial advisers &mdash; through several acquisitions it announced last year.
Bank loans, business development companies, REITs and options strategies are just some ideas.
Strategy seeks to take advantage of rising rates; performance solid.
Hedge funds had a decent year in 2013, with an average gain of 7.4%. But they still fell short of the S&P 500's advance by 23 percentage points last year, the biggest gap since 2005.
