Investing

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MUTUAL FUNDS MAY 13, 2014
T. Rowe Price chairman Brian Rogers to relinquish fund management duties

Next year, three-decade T. Rowe Price veteran will no longer run the firm's second largest fund.

By Trevor Hunnicutt
ALTERNATIVES MAY 13, 2014
The incredible shrinking hedge fund fees

Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?

By Jeff Benjamin
EQUITIES MAY 13, 2014
Corporate bonds might not be a good place right now

<i>Breakfast with Benjamin:</i> Some big names, including Nouriel Roubini, are warning about a bubble in corporate bonds. Plus: Jeffrey Gundlach knows where the bond market bear is, insider trading on fantasy, should you drop health care coverage, cities not enjoying a housing recovery and about that West Antarctic glacier.

By Jeff Benjamin
RETIREMENT PLANNING MAY 13, 2014
Sheryl Garrett scoffs at argument against fiduciary duty

Founder of Garrett Planning Network says investors with low net worth can be served in a market where all advisers must act in their best interests.

By Mark Schoeff Jr.
EQUITIES MAY 13, 2014
As Ukraine gets hotter, fund winners and losers come into focus

Firm runs crash-test analysis to identify biggest losers &amp;mdash; and winners &amp;mdash; if the tension escalates. You might be surprised at the results.

By Jeff Benjamin
MUTUAL FUNDS MAY 13, 2014
Investors cool to bank loan funds and performance could be a casualty

Search for yield, along with a more predictable Federal Reserve has investors dumping adjustable-rate bank loan funds.

By CODONNELL
FIXED INCOME MAY 13, 2014
Navigating the global fixed-income waters when interest rates are rising

Opportunities in municipal bonds: Potential opportunities to achieve high income over the long term if liquidity from other fixed-income investments dries up.

By Andrew B.J. Chorlton
ALTERNATIVES MAY 13, 2014
Largest bitcoin exchange files for bankrupcy protection

CEO bows in apology to Japanese customers; possible theft of 850,000 units.

By ntappan
ALTERNATIVES MAY 13, 2014
Bitcoin: The future of money

Whether or not bitcoin ever rivals the dollar, the digital currency platform could be a springboard for future monetary innovations.

By Peter Beer
EQUITIES MAY 12, 2014
Don't worry about rising rates. Or do

<i>Breakfast with Benjamin:</i> Why interest rates won't rise soon, from N.Y. Fed chief William Dudley. Plus: Why interest rates <i>will</i> rise soon, from another Fed governor, more reasons to expect a stock market correction, the end of the Tea 'party,' and what sets Warren Buffett's favorite bank apart.

By Jeff Benjamin
FIXED INCOME MAY 12, 2014
Interest rates will resume 'old normal' stability — we did the math

Contrary to a popular belief that interest rates are destined to rise significantly, we may be re-entering the &#8220;old normal,&#8221; where the U.S. Treasury 10-year yield remains between 2% and 4% for an extended period.

By Bloomberg
EQUITIES MAY 12, 2014
Are women financially conservative or just economically realistic?

They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.

By Andrew Leigh
EMERGING MARKETS MAY 12, 2014
How to connect with the fastest-growing client demographic

Show respect for values, explain 'good' debt and accept that Hispanics don't put much emphasis on retirement.

By CODONNELL
EQUITIES MAY 11, 2014
Treasury bonds are already reacting to China's proposed market reforms

Today's <i>Breakfast with Benjamin</i> menu: China moves hit T-bonds. Plus: Navigating a bond portfolio through rising rates, El-Erian says the market outlook is rocky, the price of meat is high and going higher, and math doesn't have to be so darn complicated.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAY 11, 2014
Finra right to watch indexed annuities

While there is no evidence yet that broker-dealers are taking advantage of investors, the potential for harm remains.

By MFXFeeder
ALTERNATIVES MAY 11, 2014
The rise of interval funds: Mutual funds for alternative investing

Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.

By Scott Crowe
RETIREMENT PLANNING MAY 11, 2014
Too much of a good thing

Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.

By MFXFeeder
ALTERNATIVES MAY 11, 2014
PE giant Carlyle Group is eyeing the retail investor market and liquid alts

<i>Breakfast with Benjamin:</i> Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed

By Jeff Benjamin
EQUITIES MAY 09, 2014
Week in review: Stocks fall amid tech selloff

Optimism about continued support from the Federal Reserve was not enough to prevent the worst recent decline for the Nasdaq Composite Index. Plus, find out which companies took a beating on first quarter earnings.

By lkonish
ALTERNATIVES MAY 09, 2014
Hedge funds short small caps most since 2004

Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.

By Matt Ackermann