Investing

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EQUITIES SEP 22, 2014
Should you follow Bill?

Friday's <i>Breakfast with Benjamin</i> features: Bill Gross is selling bonds. Should you? Plus: Finra might go inside to replace Fienberg; the markets' muted reaction to Obama; pump and dump; more money flows to hedge funds; and Cantor's way of commemorating 9/11.

By Jeff Benjamin
EQUITIES SEP 19, 2014
What Scotland's 'no' vote means for markets

Today's <i>Breakfast with Benjamin</i>: What Scotland's 'no' vote might mean for the markets, Alibaba's IPO prices in record territory, the 'dumb money' is getting smarter, and gold continues to slide.

By Jeff Benjamin
RETIREMENT PLANNING SEP 19, 2014
Liquid alts are a threat to hedge funds as we've known them

Calpers decision raises questions about high hedge fund fees, even as those funds are evolving

By Jeff Benjamin
RETIREMENT PLANNING SEP 19, 2014
Caregiving costs hit family finances, employment, retirement

Nearly half of families spend more than $5,000 per year in caregiving expenses.

By Mary Beth Franklin
ALTERNATIVES SEP 19, 2014
Are changes ahead in the way nontraded REITs are sold?

Fat commissions could be trimmed if states approve regulations affecting the sale of nontraded real estate investment trusts.

By Mark Schoeff Jr.
RIA NEWS SEP 18, 2014
Nasdaq acquires top RIA in 'smart beta' play

Major index provider armors up for adviser interest in 'ETF alchemy.'

By Trevor Hunnicutt
ETFS SEP 18, 2014
ETF firm backed by ex-iShares leader Kranefuss launches first fund

Now executive chairman of European ETF firm, he calls the industry &#8220;rather stale&#8221;

By Trevor Hunnicutt
RIA NEWS SEP 18, 2014
Distinguishing financial planner from investment adviser

Monday's <i>Breakfast with Benjamin</i> Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare

By Jeff Benjamin
ALTERNATIVES SEP 18, 2014
Is Calpers' move away from hedge funds a bellwether for advisers?

If major institutions cannot justify hedge fund investing, where should advisers turn for alternative asset exposure?

By Dan Thibeault
EMERGING MARKETS SEP 18, 2014
Whether 'yes' or 'no, thanks,' Scotland vote unlikely to trip up hot UK economy

By Bloomberg
EQUITIES SEP 18, 2014
Equity markets poised for day two of Fed's no-news rally

<i>Breakfast with Benjamin</i>: Equity markets are poised for day two of a rally thanks to the Fed's lack of news, plus gold takes a hit, and how independence could affect Scottish stocks.

By Jeff Benjamin
RETIREMENT PLANNING SEP 18, 2014
Why health care is the ultimate retirement wild card

New study focuses on the need to integrate health care and retirement planning.

By Mary Beth Franklin
ALTERNATIVES SEP 17, 2014
Finra 'unfairly criticized' on REIT pricing rule change

Mark Goldberg of IPA praises regulator's action to extend clarity to investor statements.

By Mark M. Goldberg
ALTERNATIVES SEP 17, 2014
Schorsch's RCS buys majority stake in Docupace Technologies

Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.

By Joyce Hanson
EQUITIES SEP 17, 2014
Bill Gross rides derivatives around Fed policy

<i>Breakfast with Benjamin:</i> The Bond King levers up. Plus: There is nothing smooth about the Fed's next move, the first nail in hedge funds' coffin and more.

By Jeff Benjamin
EQUITIES SEP 17, 2014
A user's guide to this week's "Fedspeak"

On this morning's <i>Breakfast with Benjamin</i> menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.

By Jeff Benjamin
EQUITIES SEP 17, 2014
Markets wait on the Fed's next move

<i>Breakfast with Benjamin:</i> Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&amp;P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.

By Jeff Benjamin
ALTERNATIVES SEP 17, 2014
Integration of Schorsch BD empire gets underway

By year end, RCAP expects to consolidate business groups across 9 B-Ds.

By Bruce Kelly
ALTERNATIVES SEP 16, 2014
Calpers boosts property investments as hedge funds shrink

Pension fund began restructuring real estate portfolio in 2010; has 11% target allocation for FY16.

By Bloomberg
EQUITIES SEP 16, 2014
Fed decides to hold tight on rates, and advisers react

The Federal Reserve decides to hold tight on interest rates, and advisers are reacting accordingly.

By Jeff Benjamin