Investing

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ALTERNATIVES SEP 16, 2014
Why managed futures aren't getting the job done

Most advisers got involved in managed futures after stocks' poor performance in 2008 but walked right into another poor market environment, this time for managed futures themselves.

By Jeff Malec
EQUITIES SEP 16, 2014
Central bankers are pushing the whole world into stocks

On today's <i>Breakfast with Benjamin</i> menu: Low rates around the world is pushing everyone into stocks. Plus: Where to work if you want a big fat 401(k); the German bund flirts with a negative yield; Australia becomes the new junk-bond haven; and how not to be a horrible boss.

By Jeff Benjamin
EQUITIES SEP 16, 2014
Bob Doll: Bond yields are due for a comeback

By Robert C. Doll
EQUITIES SEP 15, 2014
The latest separately managed account data

SMAs across sectors, ranked by third-quarter returns.

By Andrew Leigh
RETIREMENT PLANNING SEP 15, 2014
Advisers help clients brace for health care surprises in retirement

Though a client's potential health crisis can't be anticipated long before it comes, a plan can be sketched out.

By Darla Mercado
ALTERNATIVES SEP 15, 2014
Nontraded REIT guidelines too late for some clients

State securities regulators are making noise about implementing changes to policies that would limit how much a client's net worth could be invested in nontraded real estate investment trusts. Those limits would have helped clients in the case of a Louisiana broker who now has a Finra complaint.

By Bruce Kelly
EQUITIES SEP 15, 2014
Here's why markets shrugged at Obama's message

Complacency is in the stock market, but sentiment alone does not usually have a direct impact on share prices.

By Paul Schatz
EQUITIES SEP 15, 2014
Are you prepared to make an exit from the stock market?

By Axel Merk
ALTERNATIVES SEP 15, 2014
Advisers take stock as ETF portfolio manager F-Squared faces legal action

Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.

By Trevor Hunnicutt
ETFS SEP 15, 2014
Are active ETFs finally growing in popularity?

The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure

By Jeff Benjamin
PRACTICE MANAGEMENT SEP 14, 2014
Advisers should be supporting transparency

The SEC's potential rules to increase disclosure of mutual fund holdings should be applauded.

By MFXFeeder
ALTERNATIVES SEP 14, 2014
How alternatives are changing the landscape of investing

A correlation between the alternative rock of the '80s and '90s and alternative mutual funds.

By Andrew Rogers
RETIREMENT PLANNING SEP 13, 2014
BlackRock's iShares steps back from target date ETFs it helped pioneer

iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.

By Trevor Hunnicutt
EQUITIES SEP 12, 2014
Biotechs riding high as Ebola diagnosed in the U.S.

<i>Breakfast with Benjamin:</i> Biotechs riding high. Plus: Reading into the market's Halloween indicator, J.P. Morgan steps in another MBS mess, Ford looks like a preview of things to come for stocks, and investing like rich folks, even if you aren't rich yet.

By Jeff Benjamin
EQUITIES SEP 12, 2014
Stocks entering spooky time of year but no time to worry

Short-term pullback may have already come and gone while intermediate and long-term prospects remain sound.

By Bloomberg
EQUITIES SEP 12, 2014
Some unlikely funds “overweight” Apple

Many value and dividend index funds make a big bet on tech giant's &#8220;smartwatch&#8221;

By Trevor Hunnicutt
FIXED INCOME SEP 12, 2014
Pimco's Gross says weak credit creation jeopardizes growth

Pacific Investment Management Co.'s Bill Gross says insufficient credit creation, with economic growth of only about 2%, puts the U.S. expansion in jeopardy.

By Bloomberg
EQUITIES SEP 11, 2014
Newsflash: Nasdaq is mired in a bear market

Investors starting to avoid companies that will suffer the most when the market stumbles.

By Bloomberg
ALTERNATIVES SEP 11, 2014
Feuding partners jeopardize real estate firm's future

The owners of Gemini Real Estate Advisors have dueling claims against each other.

By Bruce Kelly
ETFS SEP 11, 2014
Dan Fuss: Risk in geopolitics, high-yield, leveraged funds

Loomis Sayles bond fund manager says the firm is &#8220;as cautious as we've ever been&#8221;

By Trevor Hunnicutt