Investing

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EQUITIES OCT 19, 2014
How leverage led the market sell-off

Monday's <i>Breakfast with Benjamin:</i> How leverage led the market sell-off. Plus: Riding wild markets all the way to the elections, the tragic economics of Ebola, using all the Roth tools, more scary theories from Robert Shiller.

By Jeff Benjamin
EQUITIES OCT 19, 2014
Third quarter equity ETF data

Equity ETFs ranked by quarterly returns, inflows, outflows and more

By Andrew Leigh
ALTERNATIVES OCT 19, 2014
SEC approves rule change for greater transparency of nontraded REITs

The rule, proposed originally by Finra, will require per-share valuation of unlisted REITs or direct participation program on customer statements.

By Darla Mercado
EQUITIES OCT 17, 2014
Options market action suggests investor fear has peaked

Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&amp;P 500 Index charts. And it's looking good.

By Bloomberg
EQUITIES OCT 17, 2014
Advisers tested by spike in market volatility

Wild week in financial markets wrapping up with rebound in stocks as bonds decline.

By Trevor Hunnicutt
EQUITIES OCT 17, 2014
Fattened by the Federal Reserve, the markets want more

<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.

By Jeff Benjamin
EQUITIES OCT 17, 2014
Cliff Asness says market volatility is a good reason to diversify

Advisers should look at alts, but fees are too high, he contends.

By Jeff Benjamin
EQUITIES OCT 17, 2014
Merrill stabilizes head count, boosts productivity

The firm's thundering herd climbed back to 14,000 in the third quarter after several quarters of steady declines.

By Mason Braswell
BROKER DEALERS OCT 17, 2014
Two high-profile adviser terminations take center stage

This week's must-read stories for advisers include employment drama at LPL and Merrill, Bill Gross speaking out, and a renewed push for more women in advice.

By Andrew Leigh
ALTERNATIVES OCT 16, 2014
CNL Lifestyle exits senior housing with portfolio sale

Deal focuses large nontraded REIT on lifestyle sector before a potential listing of shares or sale of the portfolio.

By Bruce Kelly
ALTERNATIVES OCT 16, 2014
How much is Sears' new REIT really worth?

By Joe Cahill
ALTERNATIVES OCT 16, 2014
Schorsch empire strikes back on perception of illiquid investments

Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.

By Trevor Hunnicutt
MUTUAL FUNDS OCT 16, 2014
The silent tsunami

By Bloomberg
EQUITIES OCT 16, 2014
Buckle up for more volatility

<i>Breakfast with Benjamin</i> today features: More market volatility on the way and not just for stocks. Plus: Consumers' bad attitudes, Fed chief Janet Yellen's first big test, and more.

By Jeff Benjamin
ALTERNATIVES OCT 16, 2014
Alternatives: A key piece of the investment puzzle

The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, increasing the importance of finding a way to fit alternatives into client portfolios.

By Jeff Benjamin
EQUITIES OCT 15, 2014
What Derek Jeter can teach investors about the economy and markets

Was the now-retired Yankee shortstop one of the greats or overrated? It depends on who's telling the story.

By Michael Conway
EQUITIES OCT 15, 2014
Market strategists unbowed

<i>Breakfast with Benjamin:</i> Wall Street observers' resolve likely to be tested today, plus what could lift stocks out of their funk, solid earnings from Goldman Sachs and Janet Yellen's puzzle.

By Jeff Benjamin
EQUITIES OCT 15, 2014
When in doubt, follow the bond market's lead

<i>Breakfast with Benjamin:</i> When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.

By Jeff Benjamin
MUTUAL FUNDS OCT 15, 2014
Abigail Johnson succeeds father as CEO of Fidelity Investments

Replaces father, Edward &#8220;Ned&#8221; Johnson, who will retire but remain chairman.

By James Comtois
EMERGING MARKETS OCT 15, 2014
Emerging-markets ETFs' quandary

Investors using market-cap-constructed funds run risk of overweighting near-developed economies

By Tim Atwill