Investing

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EQUITIES FEB 23, 2015
The new world for oil is a manageable $65 a barrel

<b>Breakfast with Benjamin:</b> Where the price of oil is likely to settle. Plus: On the responsibility of retirement plan sponsors and mutual fund directors; don't get blown away by the new jobs report and banks pass stress tests with flying colors.

By Jeff Benjamin
RETIREMENT PLANNING FEB 23, 2015
BlackRock's iShares avoids trip to the Supreme Court

Largest ETF firm wins victory in case questioning its lucrative securities-lending business.

By Trevor Hunnicutt
Is OPEC about to flinch and cut oil production?
RIA NEWS FEB 23, 2015
Is OPEC about to flinch and cut oil production?

<i>Breakfast with Benjamin</i>: OPEC might be rethinking their strategy of flooding the market with oil to crush the fracking industry.

By Jeff Benjamin
INDEPENDENT BROKER DEALERS FEB 23, 2015
Raft of new annuity products has broker-dealers scrambling to train reps

As new annuities gain in popularity, broker-dealers are getting reps up to speed on using them as part of a comprehensive retirement income plan.

By Darla Mercado
ProShares gives ETF traders aggressive way to play gold miners
ALTERNATIVES FEB 23, 2015
ProShares gives ETF traders aggressive way to play gold miners

Four new funds not for the faint of heart or buy-and-hold investors.

By Jeff Benjamin
Fidelity records massive profit, despite fund outflows
RIA NEWS FEB 23, 2015
Fidelity records massive profit, despite fund outflows

Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.

By Trevor Hunnicutt
Pimco, J.P. Morgan build out smart beta franchises as sector heats up
ALTERNATIVES FEB 23, 2015
Pimco, J.P. Morgan build out smart beta franchises as sector heats up

Massive investment firms look to tackle a growing theme in fund management.

By Trevor Hunnicutt
RETIREMENT PLANNING FEB 23, 2015
Early onset Alzheimer's: When plans are upended

By Mason Braswell
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark
RETIREMENT PLANNING FEB 22, 2015
Prudential and MassMutual in $2.5 billion pension risk transfer deal with Kimberly-Clark

21,000 retirees of the hygiene products maker will now be receiving their pension checks from Prudential

By Darla Mercado
To improve portfolio diversification, look to technology
EQUITIES FEB 22, 2015
To improve portfolio diversification, look to technology

Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.

By Jerry Murphey
Getting smarter investors to move beyond an “offense-only” approach
EQUITIES FEB 22, 2015
Getting smarter investors to move beyond an “offense-only” approach

Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.

By Michael Russo
LIFE INSURANCE AND ANNUITIES FEB 22, 2015
The leading variable annuities with living benefits

By Andrew Leigh
Legg Mason snags two top executives from Vanguard for ETF push
ETFS FEB 21, 2015
Legg Mason snags two top executives from Vanguard for ETF push

Baltimore-based mutual fund manager takes big step toward a popular product.

By Trevor Hunnicutt
William Kahane replaces Nick Schorsch at American Realty Capital Global Trust
ALTERNATIVES FEB 20, 2015
William Kahane replaces Nick Schorsch at American Realty Capital Global Trust

New executive chairman at REIT is longtime investment partner.

By Bloomberg
Former compliance officer sues Cabot Lodge owner
ALTERNATIVES FEB 20, 2015
Former compliance officer sues Cabot Lodge owner

Jacob Frydman is focus of complaint that alleges plaintiff was fired for reporting 'certain improprieties' to Finra.

By Bruce Kelly
Janus unconstrained fund attracts least net new money since Bill Gross took over
FIXED INCOME FEB 20, 2015
Janus unconstrained fund attracts least net new money since Bill Gross took over

Investors may be taking a wait-and-see approach to the fund, which received an estimated $85.6 million in January.

By Bloomberg
ALTERNATIVES FEB 20, 2015
SEC's Daniel Gallagher questions need to revise accredited-investor standard

Commissioner says that the private market is working just fine and that the effort to revise the accredited-investor standard is a waste of time.

By Mark Schoeff Jr.
Oil finds the sweet spot for debate over how, or if, to invest
ALTERNATIVES FEB 19, 2015
Oil finds the sweet spot for debate over how, or if, to invest

Buy low now vs. waiting a year and hoping for the best from the commodity.

By Jeff Benjamin
Here's how stocks will react to rising interest rates
EQUITIES FEB 19, 2015
Here's how stocks will react to rising interest rates

For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&amp;P 500.

By Bloomberg
ETF outdoes hedge funds in the M&A game
EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

By Bloomberg