Investing

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EQUITIES MAR 05, 2014
Musk's next move; brokers fail to report trouble

The Tesla chief wants to get into military satellite launching. Plus, brokers failing to report trouble to Finra, stocks (and Costco earnings) drop, the Citi/Oceanografia plot thinkens, who you should follow on Twitter, and more.

By Mason Braswell
ETFS MAR 05, 2014
Financial advisers don't make the most of ETFs, survey finds

Lack of time to learn the complexities leads to lack of confidence.

By CODONNELL
MUTUAL FUNDS MAR 05, 2014
Gross vows to diversify: Pimco to launch 19 active ETFs

Pacific Investment Management Co., the world's biggest bond manager, plans to start 19 actively managed exchange-traded funds as co-founder Bill Gross further diversifies the firm following Chief Executive Officer Mohamed El-Erian's resignation last week.

By Matt Ackermann
Guess who's picking up the cash that's flowed out of Pimco
FIXED INCOME MAR 05, 2014
Guess who's picking up the cash that's flowed out of Pimco

BlackRock and Goldman Sachs are the big beneficiaries of Pimco's bad bond call.

By Jason Kephart
ALTERNATIVES MAR 04, 2014
Five things you need to know before investing in liquid alts

Understanding these five tips — from strategies to expenses — will help make you a better investor and better adviser to clients interested in liquid alternatives

By Dan Thibeault
EQUITIES MAR 04, 2014
Advisers play defense after bumpy week as jobs report disappoints

Spike in volatility unnerves clients; some staying the course in anticipation of recovery.

By Jeff Benjamin
MUTUAL FUNDS MAR 04, 2014
Equities market 'the best in our lifetime,' but hold on tight, says Schwab's Sonders

Don't be surprised if the stock market corrects by as much as 10% this year, but "the bull market we're in now will be the best in our lifetime,” according to Schwab's Liz Ann Sonders. What can you do to keep your clients in equities?

By Jeff Benjamin
EQUITIES MAR 04, 2014
JPMorgan's Madoff missteps

Breakfast with Benjamin: JPMorgan's Madoff missteps, Prudential's bullishness, ETF inflows' lessons, gold bugs' squashed state and Kraft's Velveeta shortage warning. Plus: pot stocks vs. prison stocks.

By Jeff Benjamin
EQUITIES MAR 03, 2014
Say what? Most Americans feel like they've missed the market's historic bull run

<i>Breakfast with Benjamin:</i> Why most Americans feel they've missed the market's historic bull run. Plus: Warren E. Buffett offers retirement advice, playing defense with luxury goods, Candy Crush at $21 a share, comparing QE to the telegraph, and Ackman's never-ending obsession with Herbalife

By Jeff Benjamin
EQUITIES MAR 03, 2014
Stocks climb as tensions ease

<i>Breakfast with Benjamin:</i> Investors not buying gold, the case of one of Wall Street's most respected women, one clear economic indicator, what's the new Amex card about and a cheap BMW (with a hitch).

By Jeff Benjamin
EQUITIES MAR 03, 2014
Join the crowd and sell stocks?

<i>Breakfast with Benjamin:</i> The Oracle's thoughts on joining the global equities selloff. Plus: Here comes volatility, Berkowitz has words for Fannie, Freddie, hedged ETFs and, of course, Oscar night.

By Gregory Crawford
ALTERNATIVES MAR 03, 2014
Fidelity, DoubleLine take different emerging-markets bond approach but have something in common

Managers use U.S. dollar-denominated bonds, avoid 2013's slide in developing-country currencies.

By Gregory Crawford
ESG MAR 03, 2014
Tax turmoil boosts donor-advised funds but stock market rally helps too

Charitable income tax deduction one of the few tax shelters remaining.

By CODONNELL
EQUITIES FEB 28, 2014
Gross-El-Erian rift grows

Today: The Gross-El-Erian rift grows as Total Return's performance lags. Plus: It's jobs report day, here's what you need to know; the bitcoin story goes all O.J.; household wealth rallies and whether wealth management and car racing mix. Oh, turn your clocks back this weekend.

By Mason Braswell
MUTUAL FUNDS FEB 28, 2014
Could Ivascyn be Gross' heir apparent at Pimco?

&#8220;It has been pretty clear for a while that Dan [Ivascyn] is part of the next generation of leadership at Pimco,&#8221; said Michael Rosen, chief investment officer at Angeles Investment Advisors, a consultant to institutions. &#8220;He has done well and he's a good guy.&#8221;

By Matt Ackermann
EQUITIES FEB 28, 2014
Investors go berserk over Bitcoin trading platform

Also in today's Breakfast with Benjamin: Getting contrarian in 2014, El-Erian picks apart the Fed's taper plans, Morningstar warns against timing this market, more Obamacare taxes coming, and companies that got social media right

By Jeff Benjamin
ALTERNATIVES FEB 28, 2014
Bitcoin is soaring, but financial advisers are steering clear for now

Despite the Bitcoin hype, many advisers are steering clear of the online currency, which is unregulated by central banks and traded freely on the Internet.

By MDURISIN
EMERGING MARKETS FEB 27, 2014
Emerging markets bloodbath highlights up-and-comer ETFs

Nearly $20 billion has flowed out of emerging-market exchange-traded funds in the last 13 months ($10 billion in just the past six weeks). But these ETFs focused have taken in about $6.5 billion.

By Gregory Crawford
EQUITIES FEB 27, 2014
There is life in the old bond dog yet

Bonds have outperformed stocks so far this year so are we looking at the great &#8220;unrotation&#8221; rather than the &#8220;great rotation?&#8221; J.P. Morgan Asset Management's Nick Gartside thinks perhaps but you have to look around.

By Nick Gartside
ETFS FEB 27, 2014
New ETFs are hedged against credit and interest rate risk

iShares, Wisdomtree launch new funds taking advantage of the government's new floating-rate notes.

By CODONNELL