Investing

Displaying 17154 results
EQUITIES MAY 22, 2014
Ukraine's new resistance to Russia draws attention back to the macroeconomic fallout

<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.

By Jeff Benjamin
EMERGING MARKETS MAY 21, 2014
Nation at risk of another economic crisis, Bowles warns

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

By Mason Braswell
MUTUAL FUNDS MAY 21, 2014
Fund firms say too-big-to-fail designation would hurt investors

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.

By Matt Ackermann
EQUITIES MAY 21, 2014
Mutual fund flows: Expect 2013's reversal of trends to continue

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.

By Kristen Hendrickson
ALTERNATIVES MAY 21, 2014
Schorsch snaps up Cetera for $1.15B

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.

By Bruce Kelly
ALTERNATIVES MAY 20, 2014
The incredible shrinking hedge fund fees

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?

By Jeff Benjamin
MUTUAL FUNDS MAY 20, 2014
Complacent investors still pouring money into bonds to their peril

Money manager recommends diversifying and considering alternative fixed-income investments.

By Jeff Benjamin
MUTUAL FUNDS MAY 20, 2014
Smart beta slow to gain traction among asset managers

Only 15% of those surveyed are comfortable with the term

By CODONNELL
MUTUAL FUNDS MAY 20, 2014
SEC commissioners push back against systemic designation for mutual funds

Two on panel annoyed with regulatory action on &quot;too big to fail&quot;; Gallagher says asset managers shouldn't be considered systemically key.

By Mark Schoeff Jr.
ALTERNATIVES MAY 20, 2014
Five things you need to know before investing in liquid alternatives

Thinking of getting your clients into liquid alts? Read this first.

By Bloomberg
RETIREMENT PLANNING MAY 20, 2014
Axa to pay $20M fine for handling of variable annuities

A New York regulator alleges that the insurer limited the returns of legacy variable annuity clients.

By Darla Mercado
RETIREMENT PLANNING MAY 20, 2014
SEC charges pair of brokers, investment advisory firm, others with $80M variable annuity scam

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 &quot;calculated fraud exploiting terminally ill patients.&quot;

By Darla Mercado
ALTERNATIVES MAY 20, 2014
Regulators have an uphill battle to bring transparency to illiquid investments

Bringing light and due diligence should be a priority for the investment advice industry.

By Bruce Kelly
EQUITIES MAY 19, 2014
Finra goes after algorithmic trading trickery

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.

By Jeff Benjamin
MUTUAL FUNDS MAY 19, 2014
Winklevoss twins seek Nasdaq listing for bitcoin ETF

The duo, who claimed Mark Zuckerberg stole their idea for a social-networking website, are seeking to open the Winklevoss Bitcoin Trust as the first ETF tracking a virtual asset.

By Matt Ackermann
EQUITIES MAY 19, 2014
As economy improves, ETF investors take note

Investors are plowing money &amp;mdash; $5 billion in April alone &amp;mdash; into equity ETFs, betting that an expanding economy will overwhelm concerns such as slowing earnings growth, rising valuations and the end of Fed stimulus.

By Gregory Crawford
ALTERNATIVES MAY 17, 2014
Legg Mason adds global equity specialist

Legg plans to work with UK-based institutional investor to develop retail funds

By Bloomberg
ALTERNATIVES MAY 16, 2014
Hedge funds, private equity chasing retail investors but fees are high and returns aren't

Once the domain of institutions and ultra wealthy, hedge funds and private equity funds are seeking ways to tap into the huge pot of 401(k) assets. But given their high fees and so-so returns, investors may be better off avoiding them.

By Gregory Crawford
ALTERNATIVES MAY 16, 2014
As hedge funds grow, funds of funds get clipped

With three straight months of inflows, the hedge fund industry now boasts a record $2 trillion in assets. The $469 billion funds-of-hedge-funds business, however, has had just two months of net inflows in the past 24. Jeff Benjamin on what's going on.

By Jeff Benjamin
EQUITIES MAY 15, 2014
2014's oddly logical bond market rally

<i>Breakfast with Benjamin:</i> The bond market's oddly logical rally. Plus: Retail and professional investors get cautious, gold tops $1,300 an ounce, the income opportunities in deep-water drilling, and clarifying Thomas Piketty's attack on capitalism

By Jeff Benjamin