For fund investors, the vacation from capital gains taxes may be over after another strong year for stocks. But it's not all bad news, as there are ways for investors to extend their holiday.
The inability to manage money is one of the earliest indications that a client may have Alzheimer's disease
On today's <i>Breakfast with Benjamin</i> menu, the housing recovery might have fizzled out. Plus more on junk bond yields, a big Barclays fine and much more.
Nicholas Schorsch's American Realty Capital Advisors and rival nontraded-REIT sponsor KBS Capital Advisors are locked in a legal battle over proprietary information and trade secrets. Bruce Kelly reports.
Inland Diversified Real Estate Trust has agreed to merge with a publicly traded REIT in a $2.1 billion all-stock deal. The transaction represents average annualized return of 8% for investors. Bruce Kelly reports.
<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.
<i>Friday's menu:</i> Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
Co-chairman of debt-reduction commission says the markets are headed toward a dip worse than 2008 if politicians don't get spending under control
U.S. fund companies are pushing back against claims that some firms may be too big to fail, saying that singling out a few large money managers and subjecting them to more regulation would hurt competition and ultimately fund investors.
How much can the year's surprising mutual fund flows tell us? Leuthold Weeden Capital Management's Kristen Hendrickson takes a deep dive and provides insight into how the rest of the year could play out.
In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years, with a cash deal to buy Cetera Financial Group.
Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?
Money manager recommends diversifying and considering alternative fixed-income investments.
Only 15% of those surveyed are comfortable with the term
Two on panel annoyed with regulatory action on "too big to fail"; Gallagher says asset managers shouldn't be considered systemically key.
Thinking of getting your clients into liquid alts? Read this first.
A New York regulator alleges that the insurer limited the returns of legacy variable annuity clients.
The SEC charged a pair of brokers, an investment adviser and others in an $80 million variable annuity scam that an SEC official called a "calculated fraud exploiting terminally ill patients."
Bringing light and due diligence should be a priority for the investment advice industry.
Today's <i>Breakfast with Benjamin</i> menu: Finra targets trading trickery. Plus: Credit Suisse pleads guilty to tax evasion, dealing with the Fed's giant balance sheet, Treasuries vs. gold and 10 great baseball movies to see this summer.
