Investing

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RCS Capital Corp. suffers big revenue hit in fourth quarter
ALTERNATIVES MAR 02, 2015
RCS Capital Corp. suffers big revenue hit in fourth quarter

Fallout from ARCP hurt wholesaling unit but executives remain confident in recovery.

By Mason Braswell
EQUITIES MAR 01, 2015
Go where the NBA finals go: Cleveland and Oakland looking better as investment destination

Is there Examining the correlation between success in professional basketball and the economic performance and cultural dominance of particular cities.

By David F. Sand
EQUITIES MAR 01, 2015
Why an offense-only strategy won't succeed

Risk management is as important to long-term financial planning as the growth of investments

By Michael Russo
Socially conscious funds ranked by one-year total return
EQUITIES MAR 01, 2015
Socially conscious funds ranked by one-year total return

The top-performing socially conscious funds broken down by category.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 28, 2015
When is a good time to convert to a Roth IRA?

<i>Breakfast with Benjamin:</i> When it's OK to convert to a Roth IRA. Plus: Two emerge as Buffett successors; recognizing seasoned financial veterans, and Asian stocks get a boost from Chinese bankers.

By Jeff Benjamin
Warren Buffett gives up on Exxon as oil prices slide
EQUITIES FEB 28, 2015
Warren Buffett gives up on Exxon as oil prices slide

Drop in oil prices send the Oracle of Omaha, and his mixed track record on investing in energy, to the exits but he make a play for a Canadian producer and adds to his big IBM stake.

By Bloomberg
RETIREMENT PLANNING FEB 27, 2015
Genworth Financial struggling under the weight of long-term care costs

Insurance giant stung by cost of elder care, longer life spans of retirees and persistently low interest rates.

By Bloomberg
Oscars shine light on Alzheimer's costs
RETIREMENT PLANNING FEB 27, 2015
Oscars shine light on Alzheimer's costs

Financial advisers can help clients take early steps to plan for the progressive disease.

By Liz Skinner
MetLife plans to sue to overturn Dodd-Frank systemic-risk label
LIFE INSURANCE AND ANNUITIES FEB 27, 2015
MetLife plans to sue to overturn Dodd-Frank systemic-risk label

The insurer will be the first non-bank to argue that its failure would not pose a threat to the financial system.

By Bloomberg
MUTUAL FUNDS FEB 26, 2015
Factors to consider when choosing a 529 college savings plan

Look for automatic reallocation, inflation hedges and other features.

By Liz Skinner
Fund managers warned on exotic ETFs
EQUITIES FEB 26, 2015
Fund managers warned on exotic ETFs

As industry turns to smart beta to capture growth, product developers may need to step up stress testing.

By Trevor Hunnicutt
Gundlach tests ETF waters with new active fund
ETFS FEB 25, 2015
Gundlach tests ETF waters with new active fund

Rock star portfolio manager's new addition is the 26th exchange-traded fund launched this year but is possibly the most important as test of active management.

By Bloomberg
RIA NEWS FEB 24, 2015
Schwab must face adviser's lawsuit after all: appellate court

Judges said the firm must face a class-action lawsuit on mortgage debt in bond funds.

By Trevor Hunnicutt
FIXED INCOME FEB 24, 2015
Fed Vice Chair Fischer says rate hike most likely June or September

Federal Vice Chairman Fischer says the central bank is most likely to raise interest rates in June or September, although economic developments might warrant different timing for liftoff.

By Bloomberg
The bond market and the Fed are suddenly marching in lockstep
MUTUAL FUNDS FEB 24, 2015
The bond market and the Fed are suddenly marching in lockstep

<i>Breakfast with Benjamin</i>: The bond market and the Fed are suddenly marching in lockstep, with inflation clarity coming soon.

By Jeff Benjamin
EQUITIES FEB 24, 2015
Putting the T back in ETF

Exchange-traded funds are exceptional tools for allocating client portfolios, but they can lose their effectiveness if implemented incorrectly.

By Grant Engelbart
ALTERNATIVES FEB 24, 2015
Due diligence in the age of flash crashes

The dominance of algorithms in trading means advisers need to re-evaluate their processes

By Blaine F. Aikin
Schorsch, ARCP dodge bullet as defamation suit dropped
ALTERNATIVES FEB 24, 2015
Schorsch, ARCP dodge bullet as defamation suit dropped

Lisa McAlister, the company's former chief accounting officer, pulls her defamation suit, in which she claimed she was a scapegoat for a $23 million accounting error.

By Mason Braswell
The Fed's first interest rate hike hits another speed bump
EQUITIES FEB 24, 2015
The Fed's first interest rate hike hits another speed bump

<i>Breakfast with Benjamin</i>: The Fed continues to hem and haw on raising interest rates. Plus: Options-based funds get it done, hedge funder spills the beans on 2015, and the outlook for oil prices is all over the map.

By Jeff Benjamin
Jeffrey Gundlach not a fan of automakers long term
EQUITIES FEB 24, 2015
Jeffrey Gundlach not a fan of automakers long term

Top-rated fund manager, with better record in bonds than stocks, fond of bold pronouncements.

By Bloomberg