Investing

Displaying 13488 results
Fidelity research highlights the active-management edge
EQUITIES APR 12, 2016
Fidelity research highlights the active-management edge

Low fund fees and big fund complexes equal outperformance.

By Jeff Benjamin
ALTERNATIVES APR 11, 2016
Nontraded REIT company Cole Capital on the mend

Sales at the once-tarnished company are up fourfold this year while sales in the overall industry are down.

By Bruce Kelly
EQUITIES APR 11, 2016
DOJ's suit against activist investor could affect entire mutual fund industry

Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade

By Jeff Benjamin
Trian sells 9.9% stake in Legg Mason to Singapore's Shanda investing group
EQUITIES APR 11, 2016
Trian sells 9.9% stake in Legg Mason to Singapore's Shanda investing group

Activist investor exits after Legg lost 42% of its value in past year.

By Bloomberg
A DOL fiduciary rule everyone can live with
RETIREMENT PLANNING APR 11, 2016
A DOL fiduciary rule everyone can live with

Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.

By MFXFeeder
ValueLine joins other asset managers by embracing liquid alternatives
EQUITIES APR 11, 2016
ValueLine joins other asset managers by embracing liquid alternatives

Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund

By Jeff Benjamin
ALTERNATIVES APR 11, 2016
Low energy prices taking a toll on MLPs

The tax advantages might not be worth it.

By Jeff Benjamin
Market volatility has some advisers tactically buying stocks
EQUITIES APR 11, 2016
Market volatility has some advisers tactically buying stocks

Factoring in Fed policy, cheap oil, and living with volatility

By Jeff Benjamin
New Finra pricing rules for illiquid investments shaking up IBD industry
ALTERNATIVES APR 11, 2016
New Finra pricing rules for illiquid investments shaking up IBD industry

Firms need to be proactive in conveying information to their advisers.

By Bruce Kelly
ALTERNATIVES APR 11, 2016
Bringing REIT commissions to light

It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.

By MFXFeeder
EQUITIES APR 10, 2016
4 reasons why pulling out of emerging markets doesn't make sense

Why pulling out of emerging markets borders on foolhardy

By Tim Atwill
ETFS APR 10, 2016
Number of mutual fund share classes boggles the mind

Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.

By MFXFeeder
Modern retirement planning means staying aggressive
EQUITIES APR 08, 2016
Modern retirement planning means staying aggressive

Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators

By Jeff Benjamin
Investors still looking for ways to bridge the gap between stocks and bonds
EQUITIES APR 08, 2016
Investors still looking for ways to bridge the gap between stocks and bonds

Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.

By Thomas Hoops
For robo-advisers, the next bear market will be a big test
RIAS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

By Bloomberg
Blackstone to shut mutual fund after Fidelity pulls out
MUTUAL FUNDS APR 07, 2016
Blackstone to shut mutual fund after Fidelity pulls out

The mutual fund, which allocates money to hedge fund managers, will be liquidated by May 31, after the fund had fallen 4.1% this year.

By Bloomberg
PRACTICE MANAGEMENT APR 07, 2016
President Obama's SEC nominees are being held up by fellow Democrats

Plus: The downside of $15 minimum wage, testing your finance knowledge against NFL players, and keeping ID thieves in check

By Jeff Benjamin
SunEdison's hard lesson for renewable-energy investors
EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

By Jeff Benjamin
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it
ALTERNATIVES APR 06, 2016
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it

Regulator said he failed to tell Native American tribe about fees.

By Bruce Kelly
SEC Investor Advisory Committee calls for better mutual fund fee disclosure
PRACTICE MANAGEMENT APR 05, 2016
SEC Investor Advisory Committee calls for better mutual fund fee disclosure

Group's recommendations include showing fees in dollar amounts on customer account statements.

By Mark Schoeff Jr.