Investing

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RIA NEWS DEC 08, 2014
Wall Street makes a case for why consumers should be spending big

On Monday's <i>Breakfast with Benjamin</i>, Wall Street makes its case for why consumers should be spending big. Plus: Avoiding 'bag lady syndrome', the insurance industry gets digital, and oil starts to look and feel like a free market.

By Jeff Benjamin
RIA NEWS DEC 08, 2014
The top 25 socially conscious funds

Ranked by one-year total return

By Andrew Leigh
ALTERNATIVES DEC 08, 2014
Real estate funds ranked by three-year return, net assets

The latest rankings of real estate funds

By Andrew Leigh
ALTERNATIVES DEC 08, 2014
Investment managers ditching 60/40 portfolios in favor of more liquid alternatives

On its last legs, the 60/40 portfolio will be replaced by 30/30/40, some managers say.

By Ed Mccarthy
ETFS DEC 08, 2014
Wells Fargo expanding bond fund and ETF use in SMAs

Firm's managed accounts can make greater use of products like bond mutual funds and ETFs over individual bonds in model portfolios.

By Trevor Hunnicutt
RETIREMENT PLANNING DEC 07, 2014
Financial advisers need to check up on clients' medical debt

About 52% of the collections reported by credit agencies are owed to hospitals and other medical providers. Advisers must stand ready to help negotiate claims and make sure medical debt doesn't wreck client credit reports.

By Liz Skinner
OPINION DEC 07, 2014
How to help clients navigate the choppy HSA waters

Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.

By Peter Stahl
EQUITIES DEC 05, 2014
The 30-year bond is wrapping up a stellar year

Today's <i>Breakfast with Benjamin</i> menu includes: What to know if you want to use active bond funds, all the jobs news is not good, oil climbs but it won't last, and the mother of all corporate tax inversions.

By Jeff Benjamin
FIXED INCOME DEC 05, 2014
W. Curtis Livingston, former leader of Legg Mason unit, dies at 71

The executive, who led Western Asset Management Co. during its purchase by Legg Mason Inc., spent more than three decades in the investing industry.

By Bloomberg
MUTUAL FUNDS DEC 05, 2014
All-weather bond funds sacrifice traditional benefits of core

The key is diversification, not amplification

By Robert Smith
ETFS DEC 04, 2014
IndexIQ plans two ETFs to give advisers more exposure to hedge fund strategies

New products will add to existing lineup, allowing investors to custom build alt portfolios.

By Jeff Benjamin
OPINION DEC 04, 2014
Give me a (tax) break: ETFs and tax efficiency

Breaking down some key differences between ETFs and mutual funds so you can help clients avoid unpleasant surprises.

By Grant Engelbart
Precidian Investments takes a second shot at regulatory approval for active ETFs
ETFS DEC 03, 2014
Precidian Investments takes a second shot at regulatory approval for active ETFs

A proposal backed by major active mutual fund managers gets rebooted.

By Trevor Hunnicutt
EQUITIES DEC 03, 2014
It's not too early to start worrying about a spike in oil prices

Tuesday's <i>Breakfast with Benjamin</i> features a warning over it not being too early to worry about a jump in oil prices. Plus, Vanguard ramps up its financial advice offerings, the pain of diverging global economies in 2015, and John Paulson's painful comeback effort.

By Jeff Benjamin
EQUITIES DEC 03, 2014
Political bickering aside, the health care sector is a healthy investment

The sector is up 24% this year, leading all S&amp;P subcategories.

By Jeff Benjamin
Market swings can lead to emotional decision-making
EQUITIES DEC 03, 2014
Market swings can lead to emotional decision-making

A managed volatility approach can help

By Mark Bruno
ETFS DEC 03, 2014
SEC set to approve novel Eaton Vance exchange-traded product

Less than a month after rejecting nontransparent ETFs, the SEC is ready to back a new and possibly cheaper way to trade funds.

By Trevor Hunnicutt
EQUITIES DEC 03, 2014
Americans feeling squeezed in saving for retirement

BlackRock poll show most find it hard to pay bills and put money aside for retirement; Social Security considered key source of income.

By Bianca Flowers
EQUITIES DEC 03, 2014
Bill Gross speaks out on Pimco exit, vows to regain crown at Janus Capital Group

In an <i>InvestmentNews</i> exclusive, the Bond King explains his 'constructive obsession' with defeating rivals and answers advisers' burning questions. <b>More coverage: <a href=&quot;http://www.investmentnews.com/section/specialreport/20141006/GROSS&quot; target=&quot;_blank&quot;>Our special report on Gross' next chapter</a></b>

By Trevor Hunnicutt
EQUITIES DEC 02, 2014
Fed sends rate signal and markets react

<i>Breakfast with Benjamin:</i> Janet Yellen and her Fed colleagues remove a key phrase in discussing rates and stocks rally, gold declines. Plus: Is it good news for savers? And an offbeat year-end list; Obama normalizes relations with Cuba.

By Jeff Benjamin