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ETFS FEB 04, 2015
Seeing through the ETF argument in favor of transparency

Transparency promotes marketplace competition, supports better investor decision-making and exposes suspect market practices, Eaton Vance CEO says.

By Tom Faust
Power utility bond investors score win against Puerto Rico law
FIXED INCOME FEB 04, 2015
Power utility bond investors score win against Puerto Rico law

Investors including OppenheimerFunds and Franklin Resources have convinced a judge that bankruptcy law and the U.S. Constitution should prevail.

By Bloomberg
Warren Buffett pushes Obama to build the Keystone pipeline
EQUITIES FEB 04, 2015
Warren Buffett pushes Obama to build the Keystone pipeline

<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.

By Jeff Benjamin
Don't let beneficiary designations come back to haunt divorcing clients
LIFE INSURANCE AND ANNUITIES FEB 04, 2015
Don't let beneficiary designations come back to haunt divorcing clients

Some states will bar the payment of life insurance proceeds when a couple is splitting.

By Darla Mercado
Activist investor wants ARCP board to resign
ALTERNATIVES FEB 03, 2015
Activist investor wants ARCP board to resign

In an open letter to ARCP, Corvex decries the board's track record and calls for its resignation.

By Bruce Kelly
From stocks to bonds, the strong dollar hits global markets
EQUITIES FEB 03, 2015
From stocks to bonds, the strong dollar hits global markets

Societe Generale economist says the 'dollar economy' is going the wrong way.

By Bloomberg
EQUITIES FEB 03, 2015
Smart beta booming despite a name everyone hates

2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015&quot; target=&quot;_blank&quot;>Our full smart beta special report</a>)</b></i>

By Jeff Benjamin
ETFS FEB 03, 2015
State Street expanding adviser-facing salesforce in mutual fund push

Advisers crucial to the fund giant's expansion into active management, mutual funds

By Trevor Hunnicutt
Consumers are saving at the gas pump but not spending at the mall
EQUITIES FEB 02, 2015
Consumers are saving at the gas pump but not spending at the mall

<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.

By Jeff Benjamin
How to get workers to chip in more money toward HSAs
RETIREMENT PLANNING FEB 02, 2015
How to get workers to chip in more money toward HSAs

Data suggest some workers are making the maximum contributions to their health savings accounts, but there's room for improvement.

By Darla Mercado
BlackRock dives into ARCP
ALTERNATIVES FEB 02, 2015
BlackRock dives into ARCP

The fund giant has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP.

By Bruce Kelly
Younger generations going all in with 401(k) contributions
EQUITIES FEB 02, 2015
Younger generations going all in with 401(k) contributions

Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

By Jeff Benjamin
Vanguard warns advisers on stock risk in client portfolios
EQUITIES FEB 02, 2015
Vanguard warns advisers on stock risk in client portfolios

According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.

By Trevor Hunnicutt
EQUITIES FEB 01, 2015
What will be a 'tail event' in 2015?

With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.

By Ron Piccinini
NAPFA compensation committee member says AUM fees for cash raise conflicts
RIA NEWS JAN 29, 2015
NAPFA compensation committee member says AUM fees for cash raise conflicts

Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.

By Jeff Benjamin
ALTERNATIVES JAN 29, 2015
Schorsch picks up yet another midsize IBD

Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.

By Bruce Kelly
MUTUAL FUNDS JAN 28, 2015
Gundlach's DoubleLine pulls in record cash

Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.

By Bloomberg
Russia is starting to look like an investment opportunity
EQUITIES JAN 28, 2015
Russia is starting to look like an investment opportunity

Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.

By Jeff Benjamin
Nontraded REIT sales at Realty Capital slip in 2014 but big drop avoided
ALTERNATIVES JAN 28, 2015
Nontraded REIT sales at Realty Capital slip in 2014 but big drop avoided

Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.

By Bruce Kelly
Florida firm linked to 'Wolf of Wall Street' raided by FBI
RETIREMENT PLANNING JAN 27, 2015
Florida firm linked to 'Wolf of Wall Street' raided by FBI

Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.

By Bloomberg