Investing

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ALTERNATIVES AUG 18, 2014
Giant Inland REIT to spin off lodging portfolio into separate company

Spinoff is part of REIT's long-term strategy to split holdings into categories, including multi-tenant retail and student housing.

By Jeff Benjamin
EQUITIES AUG 18, 2014
Who's risk averse? Not Millennials

Concern that the future of the federal safety net for seniors is precarious and the ubiquity of 401(k)s are prompting those born from 1979 to 1996 to get an earlier start on saving than prior generations, And they're ending up in stocks.

By Bloomberg
MUTUAL FUNDS AUG 18, 2014
Is Vanguard hiding behind low-cost structure to evade taxes?

A former lawyer for the firm has filed a lawsuit alleging the company avoided about $1 billion in taxes over 10 years

By Trevor Hunnicutt
MUTUAL FUNDS AUG 17, 2014
The Fed finds another reason to hold down interest rates

<i>Breakfast with Benjamin:</i> The Fed and chief Janet Yellen get more ammo to hold down rates. Plus: AIG inches back into DC lobby; why some stocks never split; and where the smart money is going

By Jeff Benjamin
ALTERNATIVES AUG 17, 2014
Derivative basket options questioned

By Robert N. Gordon
RIA NEWS AUG 15, 2014
BofA settlement comes back to bite homeowners

On today's <i>Breakfast with Benjamin</i> menu: BofA settlement bites homeowners. Plus: Warren Buffett feels compliance pain; a mortgage shop tries financial advice; fewer stocks participating in the bull market run; and stocks that could benefit from the ALS ice-bucket challenge.

By Jeff Benjamin
EQUITIES AUG 15, 2014
Barclays rains on the equity market parade

<i>Breakfast with Benjamin:</i> Barclays warns on stocks. Plus: Gold finds some safe-haven love; how the Fed is off target; Argentina uses social media to attack creditors; Nasdaq's version of d&eacute;j&agrave; vu; and what people buy when money is no object.

By Jeff Benjamin
EQUITIES AUG 15, 2014
Fed watchers are spinning over Janet Yellen's mixed messages

<i>Breakfast with Benjamin</i> brings you up to speed on reactions to Janet Yellen's mixed messages on the U.S. job market, gold's surge, and Russian mutual funds' fall.

By Jeff Benjamin
FIXED INCOME AUG 15, 2014
High-yield sell-off sending out mixed messages to market

Does steep drop in assets signal an entry point or a correction?

By Jeff Benjamin
RIA NEWS AUG 15, 2014
REITs, RIA regulation, retirement planning and risk grab advisers' attention

<i>InvestmentNews</i>' four must-read stories of the week cover this ecclectic set of 'R' subjects.

By Andrew Leigh
ETFS AUG 15, 2014
BlackRock says it's making inroads with wirehouses and RIAs

BlackRock, fielding question on rival Vanguard, says it's best suited to educate the market about the power of ETFs.

By Trevor Hunnicutt
EQUITIES AUG 15, 2014
Time is ripe for unconstrained bond funds

Advisers warned to do their homework, however, as funds can be complicated.

By Bloomberg
FIXED INCOME AUG 14, 2014
Likely default of Puerto Rican utility haunts brokers, muni fund managers

One in four muni bond funds hold at least some debt by an agency the island's government says will default on loans.

By Trevor Hunnicutt
MUTUAL FUNDS AUG 14, 2014
BlackRock fights lawsuit claiming 'excessive fees'

Judge poised to rule on whether a trial can proceed on claims the company violated its fiduciary obligations.

By Trevor Hunnicutt
EQUITIES AUG 14, 2014
As markets teeter, a new way to protect client investment gains

Portfolio protection that also provides constant market exposure.

By Robbie Cannon
LIFE INSURANCE AND ANNUITIES AUG 13, 2014
Variable annuity scam architect settles with SEC, admits to wrongdoing

As part of an SEC settlement, ex-broker admitted to running an $80 million scheme that profited from the deaths of terminally ill patients.

By Darla Mercado
RIA NEWS AUG 12, 2014
What last week's junk bond selloff means for stocks

Today's <i>Breakfast with Benjamin</i> looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.

By Jeff Benjamin
EQUITIES AUG 12, 2014
Jeffrey Gundlach's bold bet on interest rates is paying off

DoubleLine Total Return Bond Fund gains assets on unconventional strategy; competitors falter.

By Bloomberg
ALTERNATIVES AUG 12, 2014
Multialternative mutual funds gain in popularity

But funds are built differently and due diligence is critical.

By Jeff Benjamin
ALTERNATIVES AUG 12, 2014
Schorsch's RCS Capital moves into crowdfunding

With acquisition of Trupoly portal, RCS will run the 'We R Crowdfunding' investment platform.

By Joyce Hanson