Investing

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Cruz and Rubio come out on top after third Republican debate
PRACTICE MANAGEMENT OCT 28, 2015
Cruz and Rubio come out on top after third Republican debate

<i>Breakfast with Benjamin:</i> Another debate full of heated clashes &amp;mdash; including with the moderators &amp;mdash; but the candidates who rose to the top were not the usual suspects.

By Jeff Benjamin
Smart-beta managers call out active managers on transparency
ALTERNATIVES OCT 28, 2015
Smart-beta managers call out active managers on transparency

Smart-beta funds offer investors more transparency because they must announce rule changes ahead of time.

By Greg Iacurci
EQUITIES OCT 28, 2015
Like it or not, the U.S. economy does better with a Democrat in the White House

<i>Breakfast with Benjamin</i>: The economy has historically done better with a Democrat in the White House. Why that is remains a mystery.

By Jeff Benjamin
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns
EQUITIES OCT 28, 2015
A 60-40 portfolio can no longer deliver growth and inflation protection, investment strategist warns

The new model includes private equity, venture capital, activist investing, gold, timber and collectibles

By Jeff Benjamin
Investors facing the dark side of MLP investing
EQUITIES OCT 28, 2015
Investors facing the dark side of MLP investing

Poor performance could send the income-generating category back to direct investing, where it belongs.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES OCT 27, 2015
Insurers adding optional death benefits to IOVA contracts

The optional features allow for more investor choice and seek to capitalize on strong IOVA sales.

By Greg Iacurci
EQUITIES OCT 27, 2015
The flip side of a strong October for stocks is usually a weak finish for the year

<i>Breakfast with Benjamin</i>: When October's bad, it's usually historically so. But when it's a good month for stocks, the rest of the year is usually a real stinker.

By Jeff Benjamin
Markets got you confused? You're not alone
EQUITIES OCT 27, 2015
Markets got you confused? You're not alone

Over the past few weeks, Credit Suisse's global equity strategist has met with customers in the U.S., Europe, and Asia. The takeaway is that everyone is baffled.

By Bloomberg
RETIREMENT PLANNING OCT 26, 2015
Genworth doubles down on LTC business in challenging market

The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.

By Greg Iacurci
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase
EQUITIES OCT 26, 2015
Closed-end funds trading at steepest discounts in eight years as investors sell ahead of rate increase

Strategists say pricing anomalies should be considered buying opportunity as Fed action expected to be small.

By Jeff Benjamin
Massachusetts' Galvin investigates fund pricing glitches
ETFS OCT 26, 2015
Massachusetts' Galvin investigates fund pricing glitches

Massachusetts' top securities cop is investigating the failure of an accounting platform he said delayed correct pricing for billions of dollars in mutual funds and ETFs.

By Trevor Hunnicutt
The best and worst-performing liquid alternatives funds
EQUITIES OCT 25, 2015
The best and worst-performing liquid alternatives funds

Funds that employ alternative strategies — even those in the same general category — can perform drastically differently.

By InvestmentNews Data
Advisers flocking to an ETF that costs more than a mutual fund
ETFS OCT 24, 2015
Advisers flocking to an ETF that costs more than a mutual fund

First Trust Dorsey Wright Focus 5 offers easy way into a popular sector rotation strategy.

By Bloomberg
Stocks rally to fourth-straight weekly gain on stimulus, earnings
EQUITIES OCT 23, 2015
Stocks rally to fourth-straight weekly gain on stimulus, earnings

Central-bank stimulus and a clutch of strong earnings from the tech sector pushed the S&amp;P toward its best monthly gain since 2011 and close to its all-time high.

By Bloomberg
EQUITIES OCT 23, 2015
Jim Cramer's stock picks miss the mark

<i>Breakfast with Benjamin</i>: TV stock barker Jim Cramer received a failing grade from a finance professor for a dismal 28% success rate in picking stocks.

By Jeff Benjamin
Sounding the secular stagnation alarm bells
EQUITIES OCT 22, 2015
Sounding the secular stagnation alarm bells

<i>Breakfast with Benjamin</i>: Larry Summers is sounding the alarm for secular stagnation.

By Jeff Benjamin
Morningstar shines an ESG light on all mutual funds and ETFs
EQUITIES OCT 22, 2015
Morningstar shines an ESG light on all mutual funds and ETFs

New zero-to-100 rating would indicate the environmental, social and governance impact of a fund's holdings.

By Jeff Benjamin
Emerging markets pioneer Mark Mobius to step down as lead manager on Templeton Emerging Markets Investment Trust
EMERGING MARKETS OCT 22, 2015
Emerging markets pioneer Mark Mobius to step down as lead manager on Templeton Emerging Markets Investment Trust

Carlos Hardenberg selected as new lead manager in effort to bolster performance, which has been subpar.

By Bloomberg
Carl Icahn campaigns against corporate inversions and for himself
EQUITIES OCT 21, 2015
Carl Icahn campaigns against corporate inversions and for himself

<i>Breakfast with Benjamin</i>: Carl Icahn's smooth move to try and halt corporate inversions in the name of tax patriotism is, naturally, also pretty good for his own portfolio.

By Jeff Benjamin
Recent market volatility draws SEC scrutiny of ETFs
ETFS OCT 21, 2015
Recent market volatility draws SEC scrutiny of ETFs

Market turmoil of Aug. 24 prompts examination of how exchange-traded products are priced and traded.

By Mark Schoeff Jr.