Investing

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Advisers betting heavily on Europe's growth
EMERGING MARKETS MAY 09, 2014
Advisers betting heavily on Europe's growth

The eurozone is finally starting to show signs of growth more than five years after the financial crisis, and financial advisers are betting that there is more good news to come.

By Jason Kephart
ETFS MAY 08, 2014
Supreme Court may weigh in on iShares case

ETF investors say BlackRock keeps too much of the proceeds from securities-lending business.

By Trevor Hunnicutt
MUTUAL FUNDS MAY 08, 2014
Fidelity, BlackRock seek to expand dominance in ETFs

Firms set to launch actively managed accounts, a move likely to stoke competition.

By Trevor Hunnicutt
ALTERNATIVES MAY 08, 2014
Advisers warming to real assets as stock market volatility picks up

Real estate, REITS and MLPs are increasingly on advisers' radar screen, but a new study finds allocations in just one of five portfolios. Jeff Benjamin explains.

By Jeff Benjamin
RIA NEWS MAY 08, 2014
E*Trade alumni launch their next big thing

Stock-trading site Kapitall woos investment-shy millennials with its online 'playground.'

By Aaron Elstein
ALTERNATIVES MAY 08, 2014
Why invest in North American energy, and why now?

As 2014 opens, the North American energy revolution continues to help our economy and provide compelling investment opportunities across the energy value chain.

By Brian Kessens
EQUITIES MAY 08, 2014
Motif users can play portfolio manager and earn royalties

Startup brokerage planning new online platform for advisers.

By Trevor Hunnicutt
RIA NEWS MAY 07, 2014
F-Squared pays $35 million to settle claims it misled investors

SEC says company overstated performance of its flagship ETF over a seven-year period, and it charged the former CEO for making false and misleading statements.

By Trevor Hunnicutt
EQUITIES MAY 07, 2014
Junk-bond investors are jumping ship

<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.

By Jeff Benjamin
EQUITIES MAY 07, 2014
Weak earnings and the dark cloud of Ukraine continue to weigh on European markets

Plus: Alibaba IPO is on track to break records, what U.S. investors will really get when buying Alibaba shares, Goldman offers a leg up to Steven Cohen, and MSNBC apologizes for poor taste on Cinco de Mayo

By Jeff Benjamin
EQUITIES MAY 07, 2014
Robotics and automation: The next megatrend for investors?

Emerging sector has reached a tipping point, presenting many long-term investment opportunities.

By Frank Tobe
RETIREMENT PLANNING MAY 06, 2014
A case for private equity in DC plans

By addressing four major challenges, advisers can help plan clients gain access to higher returns.

By Michael Riak
EQUITIES MAY 06, 2014
Obama unleashes secret economic weapon on Russia

On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.

By Jeff Benjamin
EMERGING MARKETS MAY 06, 2014
Advisers' business booming, but dark clouds looming

Firms lagging in long-term planning, standing out from the crowd and connecting with young investors.

By CODONNELL
EQUITIES MAY 05, 2014
Time for advisers to get smarter about smart beta strategies

Putting market-cap indexes in perspective.

By Jeff Benjamin
EQUITIES MAY 05, 2014
Stocks at risk of 11% drop. Starting now.

Stocks will fall 11% starting as soon as this week should some price patterns come true, according to Tom DeMark, the creator of indicators that show turning points in securities.

By Gregory Crawford
RETIREMENT PLANNING MAY 05, 2014
Fixed-annuity sales surged in 2013

Sales of such products help annuities overall enjoy a strong year

By CODONNELL
FIXED INCOME MAY 04, 2014
Economy will be stuck in a hole all year: Blinder

Government will be a drag on growth as Fed winds down quantitative easing.

By Jeff Benjamin
EQUITIES MAY 04, 2014
The markets are set to open with frayed nerves

<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.

By Jeff Benjamin
FIXED INCOME MAY 04, 2014
Take charge with fixed-income strategies for a rising-rate environment

With rates trending downward since the 1980s, the potential rising interest rate environment represents a significant shift for financial advisers &amp;mdash; one that many of us have never experienced.

By Scott E. Couto