These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
2015 is shaping up to be a better year for active equity management.
Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Popular category for yield-starved investors posts first quarterly decline in two years.
A once-niche fund becomes the fastest-growing product in asset management.
Seen as a win for investors and participating fund companies.
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
Finra's just-released regulatory and exam priorities for the new year include an unusual directive that brokers act in the best interests of clients regardless of current rules.
After decade of industry evolution, agency hopes to get up to speed.
Service provide plans to expand investment opportunities for its network of advisory firms
With women representing only 11.5% of advisers, trade group plans to highlight women in industry.
With Japanification &mdash; deflation, debt crises, demographic pressures and decades lost in economic stagnation &mdash; in evidence in the bond markets, it's reasonable for investors to question whether Europe is following the path Japan took.
Combined firm will include 36 funds and $27 billion under management.
Bank of Montreal strikes while the metal is hot.
More than half a dozen firms peddling wine investments in the U.K. alone went belly up last year. Why have there been so many flops? A fund's structure &mdash; and the wine it buys for investing &mdash; are key to success.
In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.
