Investing

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Will Franklin Square start a nontraded product price war with its cheaper BDC?
ALTERNATIVES AUG 04, 2016
Will Franklin Square start a nontraded product price war with its cheaper BDC?

Forget 10%, the firm's new business development company has a hard cap on fees and commissions at 8.95% of gross offering proceeds.

By Bruce Kelly
New York REIT to liquidate
ALTERNATIVES AUG 02, 2016
New York REIT to liquidate

The real estate investment trust will seek to sell its assets and return the proceeds to shareholders, pay off its debt and delist from the New York Stock Exchange.

By Bloomberg
Bonnie Baha, DoubleLine's head of developed credit, dies at 56
EMERGING MARKETS AUG 02, 2016
Bonnie Baha, DoubleLine's head of developed credit, dies at 56

Ms. Baha died Sunday at the University of Virginia Medical Center in Charlottesville, Virginia, after she was struck by a car while crossing a street.

By Bloomberg
EQUITIES AUG 02, 2016
Reading between the lines of Friday's jobs report

Plus: Brexit bust, SEC nabs doc for insider trading, and double your retirement savings

By Jeff Benjamin
NYSE owner Intercontinental Exchange targets bond ETFs business
MUTUAL FUNDS AUG 02, 2016
NYSE owner Intercontinental Exchange targets bond ETFs business

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By Bloomberg
EQUITIES AUG 02, 2016
When it comes to asset management, look for experience

Plus: Breaking the active management habit, the active-passive research conundrum, and recalculating retirement savings calculators

By Jeff Benjamin
Bill Gross to investors: Shun most bonds and stocks in favor of gold and real estate
EQUITIES AUG 02, 2016
Bill Gross to investors: Shun most bonds and stocks in favor of gold and real estate

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By Bloomberg
Schwab's ETF empire gaining on BlackRock and Vanguard
MUTUAL FUNDS AUG 01, 2016
Schwab's ETF empire gaining on BlackRock and Vanguard

For the past 12 months, assets in the discount broker's funds grew 39.7%, to $47.9 billion.

By John Waggoner
Vanguard closes $30 billion dividend growth fund to new investors
MUTUAL FUNDS AUG 01, 2016
Vanguard closes $30 billion dividend growth fund to new investors

Popular fund is riding wave of investors' love of dividends.

By John Waggoner
EQUITIES JUL 29, 2016
How Donald Trump and Hillary Clinton plan to gain access to your wallet

<i>Breakfast with Benjamin</i> Based on their own rhetoric, this is how Hillary Clinton and Donald Trump would impact your wallet, if they win the White House.

By Jeff Benjamin
ALTERNATIVES JUL 28, 2016
Rob Arnott says cheesy copy cats are hurting smart beta investing

Plus: Gold is investing in monetary chaos, corporate bonds fly off the shelves, and more fuzzy employment math

By Jeff Benjamin
Investing in the most hated bull market: When your clients say they can't stomach stocks
MUTUAL FUNDS JUL 28, 2016
Investing in the most hated bull market: When your clients say they can't stomach stocks

Financial advisers say it's crucial to get investors to stay focused on diversification, dividends and their long-term goals.

By John Waggoner
FIXED INCOME JUL 28, 2016
Don't discount fixed-income assets

By Bob Michele
Vanguard changes management of three funds with combined assets of $24 billion
MUTUAL FUNDS JUL 28, 2016
Vanguard changes management of three funds with combined assets of $24 billion

By John Waggoner
MUTUAL FUNDS JUL 27, 2016
Dan Ivascyn, Bill Gross' successor at Pimco, not as flamboyant as the old bond king, but he has produced results

He cuts a much lower profile and his comments about the market are filled with introspection.

By Lisa Abramowicz
EMERGING MARKETS JUL 27, 2016
Oil prices rally as Brent crude climbs over $50

Oil has risen about 19% since closing below $40 a barrel and slipping into a bear market earlier this month.

By Bloomberg
BROKER DEALERS JUL 27, 2016
Securities America to pay $1.5 million for mutual fund overcharges

The independent broker-dealer is paying restitution for failing to waive sales charges for some retirement plans and charitable organizations, according to Finra.

By Greg Iacurci
Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco
ETFS JUL 27, 2016
Jeffrey Gundlach reaches for bond king crown as DoubleLine's active ETF closes in on Pimco

Better performance and State Street's distribution muscle are key success factors.

By Jeff Benjamin
OPINION JUL 26, 2016
Why women tend to outperform men when investing

By Kara Murphy
EQUITIES JUL 25, 2016
Deutsche Bank says fiscal stimulus can't save us

Plus: Gold investors love this Fed, really cheap ETFs, and an alternative to summer reading

By Jeff Benjamin