Investing

Displaying 16197 results
Investors still avoiding high-yield bonds despite new flood of cash from central banks
FIXED INCOME JAN 18, 2015
Investors still avoiding high-yield bonds despite new flood of cash from central banks

Hedge fund manager Dalio says deflationary circumstances is encouraging people to keep cash under their mattresses.

By Bloomberg
EQUITIES JAN 18, 2015
Monitoring investments doesn't end

Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs

By Blaine F. Aikin
How currency hedging saved portfolios in 2014
EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

By Trevor Hunnicutt
BlackRock fund removed from UBS 'select' list
WIREHOUSES JAN 18, 2015
BlackRock fund removed from UBS 'select' list

Large wirehouse voices concerns over fund performance, management.

By Trevor Hunnicutt
U.S. economy reclaims post as global growth engine
RIA NEWS JAN 18, 2015
U.S. economy reclaims post as global growth engine

On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.

By Jeff Benjamin
Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

By Darla Mercado
Alibaba eligible for MSCI equity indexes as Russia snubbed
EQUITIES JAN 16, 2015
Alibaba eligible for MSCI equity indexes as Russia snubbed

MSCI will allow some companies with overseas stock-market listings in its equity indexes, opening the door to China's Alibaba Group Holding Ltd. while excluding Russian firms amid economic sanctions.

By Bloomberg
Europe and Asia may be a mess, but long-term investors can find opportunities there
EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

By Jeff Benjamin
U.S. retail foreign-exchange brokers cracking under Swiss shock
EMERGING MARKETS JAN 16, 2015
U.S. retail foreign-exchange brokers cracking under Swiss shock

Losses mount from the Swiss currency shock as the largest U.S. retail foreign-exchange brokerage said client debts threatened its compliance with capital rules.

By Bloomberg
Fed confidence in the U.S. economy starts to wane
EQUITIES JAN 16, 2015
Fed confidence in the U.S. economy starts to wane

In Thursday's <i>Breakfast with Benjamin</i>, oil prices and consumer spending add a hint of concern about the economy to the Federal Reserve's outlook. Plus: Fido app adds new twist to stock picking, retired Franklin Resources billionaire tangles history, and BlackRock added as many ETFs as it shut down last year.

By Jeff Benjamin
Bull's-eye: How gun trusts can hit the mark with clients' estate planning
RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

By Darla Mercado
Managed futures funds shine anew, but mystery remains
EQUITIES JAN 16, 2015
Managed futures funds shine anew, but mystery remains

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.

By Jeff Benjamin
RETIREMENT PLANNING JAN 16, 2015
Lifetime income to reach defined-contribution retirement plans, but not anytime soon

Existing products don't fit within the broad regulatory guidelines governing a lifetime income option that contains a deferred annuity offered within a target date fund.

By Robert Steyer
MUTUAL FUNDS JAN 15, 2015
JPMorgan ranks more of its mutual funds in the top than Morningstar, Lipper

Firm's analysis shows 85% of fixed-income funds with 10-year records rank in top half of their categories; 83% of stock funds.

By Bloomberg
Vanguard's funds reach new heights
RETIREMENT PLANNING JAN 15, 2015
Vanguard's funds reach new heights

Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them.

By James Comtois
Dimensional Fund Advisors picks advisers, not stocks, and it works
EQUITIES JAN 15, 2015
Dimensional Fund Advisors picks advisers, not stocks, and it works

With its data-driven models, the company, which puts advisers through a rigorous process before allowing them to use its funds, attracted the third-most money in 2014, behind only Vanguard and JPMorgan. Here's how.

By Bloomberg
Falling oil prices are now officially costing jobs
RIA NEWS JAN 15, 2015
Falling oil prices are now officially costing jobs

Friday's <i>Breakfast with Benjamin</i> covers oilfield job cuts coming hard and fast now that the oil boom is sinking. Plus: Ohio-based financial adviser charged in Ponzi scheme, movie industry hopes the Oscar nominees can drive ticket sales, and the time might be perfect to start buying stocks.

By Jeff Benjamin
BlackRock attracts record flow in 4Q amid ETF demand, Pimco turmoil
ETFS JAN 15, 2015
BlackRock attracts record flow in 4Q amid ETF demand, Pimco turmoil

Total new cash reaches $87.8 billion, including $44 billion into iShares.

By Bloomberg
A case for getting bold on gold
EQUITIES JAN 15, 2015
A case for getting bold on gold

On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.

By Jeff Benjamin
RETIREMENT PLANNING JAN 15, 2015
Helping clients get a second chance at Medicare benefits

As you are doing your year-end planning with clients, ask them if their Medicare coverage is in place for 2015.

By Katy Votava