Investing

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Bond ETFs' resiliency surprises many investors
ETFS JUN 03, 2015
Bond ETFs' resiliency surprises many investors

Despite curveballs from central banks catching the greater bond market off guard, bond ETFs enjoyed a positive Q1

By Jeff Tjornehoj
EQUITIES JUN 02, 2015
Advisers, pay attention to home-country bias in 401(k) menus

Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.

By Greg Iacurci
ALTERNATIVES JUN 02, 2015
VEREIT, formerly American Realty Capital Properties, plans to cut holdings by $2.2 billion

REIT looking to lower exposure to noncontrolled ventures, noncare assets, restaurants and certain buildings by the end of 2016.

By Bloomberg
New York REIT names new nonexecutive chairman, sets stock buyback
ALTERNATIVES JUN 02, 2015
New York REIT names new nonexecutive chairman, sets stock buyback

Director William Kahane, founding partner of Nicholas Schorsch's AR Capital, remains on the board.

By Bruce Kelly
Advisory firm calls for REIT to cut ties with Schorsch firm
RIAS JUN 02, 2015
Advisory firm calls for REIT to cut ties with Schorsch firm

Says New York REIT has too much executive and board overlap with AR Capital.

By Bruce Kelly
Talent drain continues as Cole Capital CEO departs
ALTERNATIVES JUN 02, 2015
Talent drain continues as Cole Capital CEO departs

Michael Ezzell resigned on Thursday after months of turmoil at the REIT specialist. He is the latest in a number of Cole personnel to leave the firm.

By Bruce Kelly
MUTUAL FUNDS JUN 02, 2015
Investors are giving up on timing a rate hike and dumping funds

<i>Breakfast with Benjamin:</i> Investors had been loading up on certain mutual funds with the expectation that the Federal Reserve would raise interest rates. But tired of trying to time that move, they're now dumping these perfectly good funds.

By Jeff Benjamin
RCAP earnings down on weaker sales of nontraded REITs
ALTERNATIVES JUN 02, 2015
RCAP earnings down on weaker sales of nontraded REITs

Broker-dealer built by Nicholas Schorsch nearly doubled first-quarter loss from a year ago, thanks to weakness in the wholesale distribution of investment products.

By Bruce Kelly
American Pharoah's Triple Crown chances aside, most racehorses consume more than they pay out
ALTERNATIVES JUN 01, 2015
American Pharoah's Triple Crown chances aside, most racehorses consume more than they pay out

Most advisers tell clients to think of horse racing as an expensive hobby, not a business venture.

By Liz Skinner
PRACTICE MANAGEMENT MAY 29, 2015
SEC seeks public comments on exchange-traded products

Regulator wants feedback on listing, trading and marketing of ETPs.

By Mark Schoeff Jr.
FIXED INCOME MAY 29, 2015
The other thing keeping bond investors awake at night

<i>Breakfast with Benjamin:</i> There is something else fixed income investors need to worry about, if a Fed rate hike weren't enough, and Wall Street is sounding the alarm.

By Jeff Benjamin
EQUITIES MAY 29, 2015
Not so fast on the interest rate hike

<i>Breakfast with Benjamin:</i> One Fed governor says the economy isn't moving in the right direction to support a rate hike (even though factories in the U.S. are expanding).

By Jeff Benjamin
EQUITIES MAY 29, 2015
June gloom looms for stocks: A buying opportunity?

<i>Breakfast with Benjamin:</i> June has been a bad month for stocks and this year looks to continue the pattern. So should you buy any dips?

By Jeff Benjamin
The heavy downer of seeing GDP revised downward
EQUITIES MAY 29, 2015
The heavy downer of seeing GDP revised downward

<i>Breakfast with Benjamin</i>: A downward revision of first quarter GDP can be called an aberration, but that won't make it any less bad.

By Jeff Benjamin
Inflation report boosts odds of September rate hike
EQUITIES MAY 29, 2015
Inflation report boosts odds of September rate hike

Rise in consumer prices gives the Fed another reason to act this year.

By Jeff Benjamin
ALTERNATIVES MAY 29, 2015
Liquid alts' drawback: High cost

By Trevor Hunnicutt
Index based on social media sentiment gives new weight to tweets
EQUITIES MAY 28, 2015
Index based on social media sentiment gives new weight to tweets

Tapping into the fear and greed of the crowd.

By Jeff Benjamin
EQUITIES MAY 26, 2015
China ETFs plunge as investors fear regulators will curb markets

The largest U.S. exchange-traded funds tracking Chinese dropped sharply on concern the nation's equity markets will retreat after posting world-beating rallies as policy makers take measures to slow gains.

By Bloomberg
Vanguard finds another way to get its ETFs in your clients' hands
RETIREMENT PLANNING MAY 26, 2015
Vanguard finds another way to get its ETFs in your clients' hands

With new presence in the ETF strategist game, Vanguard wins Envestnet, Cambridge and more retirement-plan business.

By Trevor Hunnicutt
ALTERNATIVES MAY 25, 2015
As bond top looms, investors seek alternatives

Private core real estate, a staple of institutional investing, can fill the gap for income, return.

By Casey Frazier