Investing

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Salient Partners designs liquid alts strategy with advisers in mind
MUTUAL FUNDS JUN 09, 2015
Salient Partners designs liquid alts strategy with advisers in mind

Waiting for a market pullback so alts can strut their stuff.

By Jeff Benjamin
It's time for retirees to start bracing for higher interest rates
EQUITIES JUN 09, 2015
It's time for retirees to start bracing for higher interest rates

<i>Breakfast with Benjamin</i>: Even if the Fed isn't sure when they'll occur, retirees should be bracing for rising interest rates.

By Jeff Benjamin
Defying market logic, small-cap funds ride the strong dollar to beat large caps
EQUITIES JUN 09, 2015
Defying market logic, small-cap funds ride the strong dollar to beat large caps

Some advisers are getting in on the rally, but others are staying diversified.

By Jeff Benjamin
Big change coming soon for high income Medicare beneficiaries
RETIREMENT PLANNING JUN 09, 2015
Big change coming soon for high income Medicare beneficiaries

Buried in the new &#8220;Doc Fix&#8221; law are provisions that will adversely affect some folks on Medicare

By Katy Votava
The next big worry is that the Fed already missed its chance to raise rates
EQUITIES JUN 08, 2015
The next big worry is that the Fed already missed its chance to raise rates

<i>Breakfast with Benjamin</i>: More Fed handwringing is coming, as concern that the Fed already missed its chance to raise rates persists.

By Jeff Benjamin
Apple's Tim Cook is the new bond king
FIXED INCOME JUN 08, 2015
Apple's Tim Cook is the new bond king

Apple Inc., led by CEO Tim Cook, and other tech giants have joined the ranks of the biggest buyers of corporate debt, a market traditionally dominated by the likes of Pimco, BlackRock and Vanguard.

By Bloomberg
Investors pull $13 million from Bill Gross' fund at Janus
MUTUAL FUNDS JUN 05, 2015
Investors pull $13 million from Bill Gross' fund at Janus

May marks second month of redemptions since money manager joined after bolting Pimco last year

By Bloomberg
Financial advisers are putting ETFs in the driver's seat
EQUITIES JUN 05, 2015
Financial advisers are putting ETFs in the driver's seat

Mutual fund popularity fades as the bull market lives on.

By Jeff Benjamin
Stock buybacks, now propping up the market, could become a victim of rising interest rates
EQUITIES JUN 05, 2015
Stock buybacks, now propping up the market, could become a victim of rising interest rates

The end of aggressive repurchase plans could be the end of the market's run.

By Jeff Benjamin
Senate passes national insurance registry
LIFE INSURANCE AND ANNUITIES JUN 05, 2015
Senate passes national insurance registry

Bill that would help agents practice in multiple states moves to president's desk.

By Mark Schoeff Jr.
ETFS JUN 04, 2015
Mashups reach the exchange-traded crowd

ETF issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

By Bloomberg
The no-growth first quarter doesn't take a rate hike off the table
EQUITIES JUN 04, 2015
The no-growth first quarter doesn't take a rate hike off the table

Still blaming the weather and the strong dollar for the economy's sluggishness, advisers see Fed Chairwoman Yellen in a pickle.

By Jeff Benjamin
EQUITIES JUN 04, 2015
China, and the world's hottest stock exchange, beckons for American investors

Advisers must weigh risks against rewards of investing in the high-flying Chinese stock market.

By Trevor Hunnicutt
Meredith Whitney says she's done managing other people's money
ALTERNATIVES JUN 03, 2015
Meredith Whitney says she's done managing other people's money

After resolving dispute with big investor, celebrity banking analyst describes stint running her own fund as &quot;highly unfortunate.&quot;

By Bloomberg
Major benchmark punts on adding China's booming markets to global indexes
EMERGING MARKETS JUN 03, 2015
Major benchmark punts on adding China's booming markets to global indexes

MSCI says it will open the door to the world's hottest stock market, just not yet.

By Trevor Hunnicutt
Fiduciary safe harbor for index funds faces uphill battle
ETFS JUN 03, 2015
Fiduciary safe harbor for index funds faces uphill battle

Labor Department proposal faces fund industry opposition and some supporters say safe harbor for index fund sales is unlikely.

By Trevor Hunnicutt
ALTERNATIVES JUN 03, 2015
A diamond in the rough: Multi-tenant industrial properties

In the face of high valuations throughout the real estate industry, multi-tenant industrial has not yet inflated in value, making it a strong investment to consider, as these assets are poised for future growth.

By Bloomberg
Bond ETFs' resiliency surprises many investors
ETFS JUN 03, 2015
Bond ETFs' resiliency surprises many investors

Despite curveballs from central banks catching the greater bond market off guard, bond ETFs enjoyed a positive Q1

By Jeff Tjornehoj
EQUITIES JUN 02, 2015
Advisers, pay attention to home-country bias in 401(k) menus

Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.

By Greg Iacurci
ALTERNATIVES JUN 02, 2015
VEREIT, formerly American Realty Capital Properties, plans to cut holdings by $2.2 billion

REIT looking to lower exposure to noncontrolled ventures, noncare assets, restaurants and certain buildings by the end of 2016.

By Bloomberg