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ALTERNATIVES JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

By Jeff Benjamin
EQUITIES JAN 21, 2015
Tax pain on the way for active funds with big capital gains

Six years into the bull market, losses booked from the financial crisis have all been used up.

By Bloomberg
ALTERNATIVES JAN 21, 2015
Alts fund manager Daniel Thibeault arrested in securities fraud

The FBI accused GL Capital Partners CEO Daniel Thibeault of creating fictitious loans to divert millions in assets to business accounts.

By Mason Braswell
ETFS JAN 21, 2015
ETFs losing their luster in 529 college savings plans

New report says benefits of exchange-traded funds don't make sense when nestled within the tax-advantaged 529 plans.

By Liz Skinner
ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

By Jeff Benjamin
PRACTICE MANAGEMENT JAN 21, 2015
Brokers warned to beef up training on complex products

Regulators alarmed at lack of knowledge brokers demonstrate about the products they're selling.

By Mark Schoeff Jr.
EQUITIES JAN 20, 2015
Looking for investment value across the globe

Europe is a focus while selective emerging markets show promise, Templeton Global Equity strategists say.

By Norman J. Boersma and Cindy L. Sweeting
Bond investors pessimistic as U.S. economic growth improves
EQUITIES JAN 20, 2015
Bond investors pessimistic as U.S. economic growth improves

Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates

By Bloomberg
State of the Union spoiler alert: Obama plans to go after rich people
EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

By Jeff Benjamin
Shocking NYC murder highlights need for estate planning contingencies
RETIREMENT PLANNING JAN 20, 2015
Shocking NYC murder highlights need for estate planning contingencies

Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.

By Darla Mercado
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

By Jeff Benjamin
EQUITIES JAN 20, 2015
U.S.: The global economic bright spot

As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.

By Christopher Blake
ALTERNATIVES JAN 20, 2015
Fidelity's clearing arm restores processing some Schorsch-related nontraded REITs

Decision affects American Realty Capital brand, but not Cole

By Bruce Kelly
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy
LIFE INSURANCE AND ANNUITIES JAN 19, 2015
In Obama's State of the Union, advisers see a 'provocative' call to tax wealthy

When the president delivers his State of the Union address tonight, he will make proposals that could change the basic assumptions advisers rely on for wealthy clients. <i>(See also: <a href=&quot;http://www.investmentnews.com/gallery/20141231/FREE/123109998/PH&quot; target=&quot;_blank&quot;>13 crucial state tax changes</a>.)</i>

By Trevor Hunnicutt
Treasury, Health and Human Services move to ease tax filing burden from Obamacare
LIFE INSURANCE AND ANNUITIES JAN 19, 2015
Treasury, Health and Human Services move to ease tax filing burden from Obamacare

Accountants still see cause for worry with additional costs and paperwork tied to the Affordable Care Act.

By Darla Mercado
FIXED INCOME JAN 18, 2015
Don't count high yield out just yet

Reward in the offing for investors who stick to their guns, keep an eye on liquidity, remain vigilant on credit quality.

By Gershon Distenfeld
RETIREMENT PLANNING JAN 18, 2015
Medicare's long, strange trip

From barely registering to an integral component

By Katy Votava
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