Investing

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PRACTICE MANAGEMENT MAY 08, 2016
SEC proposals target mutual funds

By Andrew Rogers
EQUITIES MAY 08, 2016
Shedding early light on President Barack Obama's economic legacy

The long-term effects of the decisions made will shed light on the effectiveness of this period of economic history

By MFXFeeder
EMERGING MARKETS MAY 08, 2016
Keep your eye on the Puerto Rico bond saga

Advisers must regularly monitor investments, even apparently safe mutual funds, to make sure they are not taking on increased risk.

By MFXFeeder
When Apple is the core holding in your mutual fund or ETF and stumbles, these are the funds hit hardest
MUTUAL FUNDS MAY 06, 2016
When Apple is the core holding in your mutual fund or ETF and stumbles, these are the funds hit hardest

The tech giant's shares have tumbled more than15% since mid-April, dragging down funds with heavy exposure to the stock.

By John Waggoner
RETIREMENT PLANNING MAY 04, 2016
Hedge funds face their Uber moment

<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.

By Jeff Benjamin
Puerto Rico default could blindside investors in municipal bonds
MUTUAL FUNDS MAY 04, 2016
Puerto Rico default could blindside investors in municipal bonds

Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.

By Jeff Benjamin
Fidelity adds private equity to its alternatives suite
ALTERNATIVES MAY 04, 2016
Fidelity adds private equity to its alternatives suite

Offerings from iCapital, CAIS and Goldman Sachs now available.

By John Waggoner
The active management edge is found furthest from the benchmark
EQUITIES MAY 04, 2016
The active management edge is found furthest from the benchmark

Closet indexers virtually guarantee lagging performance

By Jeff Benjamin
The perils of investment crowdfunding
ALTERNATIVES MAY 03, 2016
The perils of investment crowdfunding

While investment crowdfunding is a trendy way to raise funds for companies, advisers should inform clients of the caveats

By Ramon Berenguer
LendingClub is turning out to be anything but a 'direct' lender
ALTERNATIVES MAY 03, 2016
LendingClub is turning out to be anything but a 'direct' lender

By Bloomberg
Sequoia Fund reopens to investors
EQUITIES MAY 03, 2016
Sequoia Fund reopens to investors

Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.

By Jeff Benjamin
MUTUAL FUNDS MAY 03, 2016
Oppenheimer, other funds cling to Puerto Rico municipal bond debt as possible default looms

A $2 billion payment is due July 1 and funds still have big chunks of the bonds in their portfolios.

By John Waggoner
Thirst for TIPS funds tempers inflation view
FIXED INCOME MAY 03, 2016
Thirst for TIPS funds tempers inflation view

Most economists agree that inflation is unusually low, and probably will stay that way for some time to come.

By John Waggoner
First rule of Fight Club: Don't talk about Zero Hedge
EQUITIES MAY 02, 2016
First rule of Fight Club: Don't talk about Zero Hedge

Edgy finance blog goes from anonymity to over sharing in blink of an eye; and the adviser community weighs in on the public food fight.

By Jeff Benjamin
Post-DOL fiduciary rule, Schwab dumps load funds as advisers yawn
MUTUAL FUNDS MAY 02, 2016
Post-DOL fiduciary rule, Schwab dumps load funds as advisers yawn

The move is another sign that the days of high-cost funds are numbered, and that the Department of Labor's new rule is speeding that decline.

By John Waggoner
MUTUAL FUNDS APR 29, 2016
Put Warren Buffett's advice into action with these two ETFs

The simplest strategy often turns out to be the best.

By Bloomberg
MUTUAL FUNDS APR 29, 2016
Apple takes a $4 billion bite out of ETFs as smart-beta shines

In the past two weeks, the tech giant has seen its stock tank 16.3% thanks to disappointing earnings report.

By Bloomberg
EQUITIES APR 29, 2016
Voting with their feet, investors show fund companies how they feel about high fees

<i>Breakfast with Benjamin</i> The message is being put out loud and clear: investors want lower-cost investment products.

By Jeff Benjamin
MUTUAL FUNDS APR 29, 2016
Invesco pays $10M DOL settlement for ERISA violation

Plus: Warren Buffett isn't sweating the election outcome, find out if you're getting a fair price for airfares, and a Goldman Sachs gym with progressive membership dues

By Jeff Benjamin
Schwab shuns load funds in DOL's wake
MUTUAL FUNDS APR 29, 2016
Schwab shuns load funds in DOL's wake

In the latest sign of the changes to come in the wake of the new DOL fiduciary rule, Charles Schwab is taking mutual funds with sales loads off its shelves.

By Jeff Benjamin