Investing

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Risk parity: The real culprit behind the market's madness
ALTERNATIVES SEP 08, 2015
Risk parity: The real culprit behind the market's madness

Stocks have been murdered, and China seems to have been caught red-handed. But some financial luminaries are pointing to a surprising defendant: the risk-parity strategy pioneered by hedge fund manager Ray Dalio. Who's guilty?

By Bloomberg
Advisers scramble to head off sticker shock from clients over ugly August account statements
EQUITIES SEP 08, 2015
Advisers scramble to head off sticker shock from clients over ugly August account statements

As stocks continue to slide, advisers scramble to head off sticker shock from clients over ugly August account statements.

By Jeff Benjamin
NextShares wins its first adviser platform partner with Envestnet
BROKER DEALERS SEP 08, 2015
NextShares wins its first adviser platform partner with Envestnet

Envestnet has agreed to make NextShares, a unique hybrid of mutual funds and ETFs, available to some of its 41,000 affiliated financial advisers, delivering Eaton Vance its first distribution partner for the product.

By Trevor Hunnicutt
ETFS SEP 08, 2015
Legg Mason wants to build 'better' ETFs

Money manager asks the SEC for permission to build exotic funds.

By Trevor Hunnicutt
MUTUAL FUNDS SEP 06, 2015
Cash in spotlight amid sell-off

Advisers must be prepared to give reasoned answers about moving to cash during market volatility.

By MFXFeeder
If August was bad, September could be worse for the markets
EQUITIES SEP 05, 2015
If August was bad, September could be worse for the markets

September is the worst month for markets, historically. Here's what you should be thinking about.

By Bloomberg
Pimco minus Bill Gross equals outflows
RIAS SEP 04, 2015
Pimco minus Bill Gross equals outflows

<i>Breakfast with Benjamin</i> Pimco finds itself in choppy waters without Bill Gross at the helm.

By Jeff Benjamin
The next REIT privatization wave is underway
EQUITIES SEP 04, 2015
The next REIT privatization wave is underway

<i>Breakfast with Benjamin</i>: The swelling gap between public and private valuations is making REITs a sweet target.

By Jeff Benjamin
Federal Reserve may wait a long time for second rate hike
FIXED INCOME SEP 04, 2015
Federal Reserve may wait a long time for second rate hike

Bill Gross says if the Fed raises interest rates this month, policy makers are increasingly likely to wait at least six months before a second hike. Market measures indicate the wait may be twice that long.

By Bloomberg
Pension giants out of sync with alternative investments
EQUITIES SEP 04, 2015
Pension giants out of sync with alternative investments

Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.

By Jeff Benjamin
How advisers can benefit as the cost of private-equity investing is driven down
ALTERNATIVES SEP 04, 2015
How advisers can benefit as the cost of private-equity investing is driven down

Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.

By Rory Eakin
Massachusetts' Galvin to investigate alternative fund sales by advisers
RIAS SEP 04, 2015
Massachusetts' Galvin to investigate alternative fund sales by advisers

Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.

By Trevor Hunnicutt
EQUITIES SEP 03, 2015
Playing volatility with ETFs a risky game

With the recent wild market swings, it is not surprising people are talking about VIX exchange-traded products, which track derivatives on an index that goes up when there is fear in the market. But it can be risky.

By Eric Balchunas
RIAS SEP 03, 2015
Investment manager who bilked $43 million from ex-Red Wings star Sergei Fedorov convicted

<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.

By Jeff Benjamin
Post-crash behavior will lead to Dow 20,000
EQUITIES SEP 03, 2015
Post-crash behavior will lead to Dow 20,000

The current correction gives the bears the most ammunition to claim that a new bear market has started. But don't jump to conclusions just yet because history suggests otherwise.

By Paul Schatz
The biggest market risk right now might be trying to time this market
EQUITIES SEP 03, 2015
The biggest market risk right now might be trying to time this market

<i>Breakfast with Benjamin</i>: The stock market is clearly shaky, but trying to time it is a fool's game.

By Jeff Benjamin
Wild market ride creating entry points for long-term investors
EQUITIES SEP 03, 2015
Wild market ride creating entry points for long-term investors

The stock market roller-coaster ride showed some signs of relative calm Wednesday, but not all market watchers are ready to claim the worst is over.

By Jeff Benjamin
In Puerto Rico, a good thing gone bad for UBS
EMERGING MARKETS SEP 02, 2015
In Puerto Rico, a good thing gone bad for UBS

Investor claims pile up as the territory sinks in the downward spiral of a government debt crisis.

By Bloomberg
Puerto Rico outlines plan to clear higher debt-restructuring hurdles
MUTUAL FUNDS SEP 02, 2015
Puerto Rico outlines plan to clear higher debt-restructuring hurdles

BlackRock says commonwealth is facing a 'real solvency issue' as the risk of additional debt defaults increases.

By Bloomberg
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year
EQUITIES SEP 02, 2015
LPL and Wells Fargo's bold calls predict as much as 9% return on stocks this year

In the face of a spike in market volatility, the two firms are doubling down on surprisingly bullish predictions that the S&amp;P 500 will close out the year notably higher than where it started.

By Trevor Hunnicutt