Investing

Displaying 16219 results
RETIREMENT PLANNING NOV 26, 2014
Early detection of Alzheimer's would allow for better financial planning

Soon, a blood test may let patients know they have Alzheimer's 10 years earlier than it can be diagnosed today. Advisers say that is a lot of extra years to allow clients to save and make important legal and health care decisions.

By Liz Skinner
EQUITIES NOV 26, 2014
Financial advisers take note: Smart money is already hedging against inflation

Real assets making up 10% of institutional "inflation buckets."

By Jeff Benjamin
ALTERNATIVES NOV 26, 2014
Mining stocks shine in gold-price pullback

Betting that inflation will reverse gold's slide

By Jeff Benjamin
EQUITIES NOV 25, 2014
Stocks edge up as focus turns to jobless claims, new home sales

European shares gain from cash moving off the sidelines, central bank stimulus.

By Bloomberg
PRACTICE MANAGEMENT NOV 25, 2014
Mutual funds to face new rules from SEC on portfolio holdings

The agency's goal is to ensure funds are liquid enough to meet client redemptions.

By Bloomberg
ALTERNATIVES NOV 25, 2014
Hedge fund performance continues to disappoint

'Alternative' funds come with the same disadvantages hedge funds have: high fees, inconsistent performance and strategies that take a PhD to decipher.

By Bloomberg
EQUITIES NOV 25, 2014
Stock market's October slingshot rebound impressive

With several uncertainties resolved and technical indicators pointing in the right direction, Dow 18,500 by year end attainable.

By Gene Peroni
LIFE INSURANCE AND ANNUITIES NOV 25, 2014
Ring out the old year with a bowlful of tax strategies

Tips to help make 2014 less painful than 2013 for wealthy clients

By Darla Mercado
SEC scrutinizing billionaire hedge fund manager Phil Falcone
ALTERNATIVES NOV 25, 2014
SEC scrutinizing billionaire hedge fund manager Phil Falcone

Harbinger Capital's Phil Falcone is being scrutinized by the SEC for allegedly borrowing client funds to pay taxes and giving preferential treatment to Goldman Sachs

By Doug Cubberley
PRACTICE MANAGEMENT NOV 24, 2014
What the Pimco saga can teach advisers

Due diligence on funds requires blending performance data with professional judgment

By Blaine F. Aikin
MUTUAL FUNDS NOV 24, 2014
Higher taxes loom for fund investors

Financial advisers doing end-of-the-year planning for clients must begin the work of reconciling the gains of the U.S. economy and financial markets with mutual fund and ETF capital gains that could increase those clients' tax liabilities.

By Trevor Hunnicutt
MUTUAL FUNDS NOV 24, 2014
Brokers' push to fee-based comp slams higher-cost funds

Mutual funds with sales charges and distribution fees are on pace for their fifth and possibly largest-ever year of redemptions.

By Trevor Hunnicutt
RIA NEWS NOV 24, 2014
Robo advice meets alternative investments

New platform aspires to be an alternatives outsource for financial advisers.

By Jeff Benjamin
EQUITIES NOV 23, 2014
U.S. stocks climb slowly as European shares rally on stimulus hope

Banks, lenders extend last week's gains; automakers advance.

By Bloomberg
FIXED INCOME NOV 23, 2014
More buyers than sellers in the bond market means yields will remain low in 2015

JPMorgan estimates global demand will outstrip supply by roughly $400 billion.

By Bloomberg
ALTERNATIVES NOV 21, 2014
Some broker-dealers resume selling Schorsch-related REITs

RCS Capital Corp. says it is regaining the confidence of IBDs, with firms reinstating 51 nontraded REIT selling agreements.

By Bruce Kelly
RETIREMENT PLANNING NOV 21, 2014
Life insurers launching new variable annuities despite tepid sales

A slump in VA purchases clashes with historical notion that product sales mirror the stock market's trajectory. And insurers are launching new products.

By Darla Mercado
EQUITIES NOV 21, 2014
Global buying binge pumps more air into the bond market run

Start your week with <i>Breakfast with Benjamin</i>, featuring a global bond market mismatch that now has demand far outstripping supply. Plus: Loading up on stocks after retirement, how Larry Summers got it wrong, and new liquid alts players breaks it down for investors and advisers.

By Jeff Benjamin
ALTERNATIVES NOV 21, 2014
Despite Steven A. Cohen's investment, RCAP shares face short-term hurdles

Hedge fund giant boosts ownership of broker-dealer.

By Mason Braswell
FIXED INCOME NOV 21, 2014
Passive fixed-income strategies? Not in today's environment

The advantages of active strategies come from identifying value with respect to credit risk, interest rate levels and currency valuations, according to Legg Mason's Thomas Hoops.

By Thomas Hoops