Investing

Displaying 13488 results
How to not get gobbled up when the next bear market arrives
EQUITIES AUG 12, 2015
How to not get gobbled up when the next bear market arrives

<i>Breakfast with Benjamin</i>: Avoid these investing missteps when the next bear rumbles through the market.

By Jeff Benjamin
Don't wait till year-end to offer tax tips to high-net-worth clients
PRACTICE MANAGEMENT AUG 12, 2015
Don't wait till year-end to offer tax tips to high-net-worth clients

Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

By Joyce Schnur
EQUITIES AUG 12, 2015
Which presidential candidate is most like you

By Ellie Zhu
Falling commodity prices draw speculators and speculation
EQUITIES AUG 12, 2015
Falling commodity prices draw speculators and speculation

Even with crude oil now hovering around $45 a barrel, there is debate over whether it is time to buy or steer clear of the global commodity.

By Jeff Benjamin
Investors flee nontraditional bond funds at the worst possible time
ALTERNATIVES AUG 12, 2015
Investors flee nontraditional bond funds at the worst possible time

Untested category suffers $4B in net outflows this year as it is about to be tested by higher rates.

By Jeff Benjamin
Pimco says regulators considering action over Total Return ETF valuations
FIXED INCOME AUG 12, 2015
Pimco says regulators considering action over Total Return ETF valuations

The bond manager said regulators are looking into how the firm valued some mortgage-backed securities in the exchange-traded fund version of its flagship Fund.

By Bloomberg
Investors in unconstrained bond funds capturing less than half of returns: Morningstar
MUTUAL FUNDS AUG 12, 2015
Investors in unconstrained bond funds capturing less than half of returns: Morningstar

Advisers need to provide better guidance so that clients get into &amp;mdash; and out of &amp;mdash; nontraditional bond funds at the right times.

By Trevor Hunnicutt
ALTERNATIVES AUG 11, 2015
China in the bull shop

As China sorts through a serious market plunge and economic contraction, overexposure can slice into gains

By MFXFeeder
China's dilemma: Is it 1987 or 1929?
EMERGING MARKETS AUG 11, 2015
China's dilemma: Is it 1987 or 1929?

If Chinese policymakers don't alter course soon, the current correction could turn into a stock market plunge similar to what happened in the United States in 1929.

By Scott Minerd
SEC denies active ETF proposal as NextShares launches salvo against competitors
ETFS AUG 11, 2015
SEC denies active ETF proposal as NextShares launches salvo against competitors

Eaton Vance looks to win the &quot;VHS/Betamax war&quot; for the future of actively managed investments.

By Trevor Hunnicutt
Advisers say China drop isn't done yet, but calm clients on the downslide
EMERGING MARKETS AUG 11, 2015
Advisers say China drop isn't done yet, but calm clients on the downslide

It's premature to think Chinese stocks are over the worst, but investing for the long term changes the picture.

By Liz Skinner
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about
EQUITIES AUG 10, 2015
DoubleLine's Jeffrey Gundlach says $40 oil is something to worry about

<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach believes $40 oil is something investors should be worried about.

By Jeff Benjamin
Facebook stock-fraud venture lands fund manager in hot water
EQUITIES AUG 10, 2015
Facebook stock-fraud venture lands fund manager in hot water

<i>Breakfast with Benjamin</i>: Tampa-based fund manager to plead guilty to investment fraud in relation to $9M worth of Facebook stock he purchased then sold and was caught short when the stock price rebounded.

By Jeff Benjamin
MUTUAL FUNDS AUG 10, 2015
State Farm hit with excessive fees suit over target date funds

Plaintiffs accuse firm of receiving almost half of the management fees while a sub-adviser did most of the work.

By Mason Braswell
How to manage fixed income in client portfolios
FIXED INCOME AUG 10, 2015
How to manage fixed income in client portfolios

Rising interest rates? Greece? Today's markets present a volatile picture for fixed-income investors. Here's advice on how to navigate it all.

By Alan Hart
ALTERNATIVES AUG 10, 2015
ETFs for yield-starved investors getting squeezed by rising short-term rates

REM and other mortgage REIT ETFs are offering juicy yields but those yields are already getting squeezed as short-term interest rates rise in anticipation of a rate increase from the Federal Reserve.

By Bloomberg
RIAS AUG 09, 2015
American Funds making inroads with fee-based advisers

In its sales turnaround, third largest U.S. fund company relies on retention of existing advisers and lower-cost share classes.

By Trevor Hunnicutt
The Fed's rate-hike plan now sees an obstacle in the form of China
EQUITIES AUG 08, 2015
The Fed's rate-hike plan now sees an obstacle in the form of China

<i>Breakfast with Benjamin</i>: China could stand in the way, as their market struggles create a risk of tightening into a slowing global economy.

By Jeff Benjamin
When looking to preserve clients' capital, consider alternatives
EQUITIES AUG 08, 2015
When looking to preserve clients' capital, consider alternatives

The potential benefits &amp;mdash; and pitfalls &amp;mdash; of using alternatives to diversify a portfolio focused on capital preservation.

By Thomas Hoops
Retirement accounts are hitting new highs, which is good news for advisers
EQUITIES AUG 07, 2015
Retirement accounts are hitting new highs, which is good news for advisers

<i>Breakfast with Benjamin</i>: Investors are really starting to sock money away for retirement, which is good news for advisers.

By Jeff Benjamin