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Investors punished for diversifying globally
INDUSTRY NEWS JAN 08, 2015
Investors punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
Advisers punished for diversifying globally
EQUITIES JAN 08, 2015
Advisers punished for diversifying globally

Assets flood non-U.S. funds, but a broader allocation comes with trade-offs in a volatile world.

By Trevor Hunnicutt
Unpleasant surprise on Form 1040 for Obamacare participants
RETIREMENT PLANNING JAN 08, 2015
Unpleasant surprise on Form 1040 for Obamacare participants

This tax filing season is going to be a little more complicated for freelancers and independent contractors who get health care subsidies.

By Darla Mercado
House passes national insurance-agent registry
LIFE INSURANCE AND ANNUITIES JAN 08, 2015
House passes national insurance-agent registry

Bill would help insurance agents more efficiently get licensed to practice in multiple states.

By Mark Schoeff Jr.
That first interest rate hike might feel like a doozy
EQUITIES JAN 08, 2015
That first interest rate hike might feel like a doozy

<i>Breakfast with Benjamin:</i> The Fed's rate hike cycle will be different this time. Plus: Don't overlook the energy sector, new risks facing dividend stocks, and Ecuador as a retirement haven of sorts

By Jeff Benjamin
EQUITIES JAN 08, 2015
From big rallies to fallen (bond) kings, we saw it all in 2014

Liquid alts and robo-advice emerge as major stories

By Jeff Benjamin
RETIREMENT PLANNING JAN 08, 2015
'Longevity' in annuities could be the big 2015 focus

New Treasury Dept. guidance pushes insurers to innovate while indexed annuities expected to continue to shine. Darla Mercado reports.

By Darla Mercado
ALTERNATIVES JAN 08, 2015
With no inflation and oil falling, gold loses appeal for investors

Cheaper energy means there are no signs that inflation is approaching the Fed's 2% target, says Bill Gross.

By Bloomberg
FINTECH JAN 08, 2015
3 ways advisers can build their digital influence

Going digital is not only good business, but it's the future of client relationship professions.

By By Stephanie Sammons
INDUSTRY NEWS JAN 08, 2015
Warren Buffett's railroad buyout sees big returns thanks to oil boom

Investment in BNSF was just a gamble until Bakken strike

By Bloomberg
RETIREMENT PLANNING JAN 07, 2015
Surprising factor in women's retirement decision: grandchildren

Considering taking time off to help? Leaving the workforce early carries higher costs than you may realize.

By Bloomberg
RIAS JAN 07, 2015
SEC Investor Advocate: Budget boost 'insufficient' for full adviser exam coverage

The budget increase the SEC received from Congress is &#8220;insufficient&#8221; to significantly boost investment-adviser examinations, according to an SEC official charged with representing retail investors.

By Mark Schoeff Jr.
FINTECH JAN 07, 2015
Advisers arming themselves against cyberattacks

Ensuring all employees know the drill is key to avoiding a practice being compromised.

By Liz Skinner
RIAS JAN 06, 2015
CEO of Cantor's wealth unit to depart

Sources say Stanley Gregor, who helped build Cantor Fitzgerald Wealth Partners, is leaving almost two years after the unit's launch.

By Mason Braswell
RETIREMENT PLANNING JAN 06, 2015
Investors' interest in tax-exempt municipal bonds rises with tax rates

But avoid high-grade bonds on the short to intermediate part of the yield curve.

By John Loffredo
Global markets fixate on China's currency play
EQUITIES JAN 06, 2015
Global markets fixate on China's currency play

In today's <i>Breakfast with Benjamin</i>, markets wonder if the Chinese yuan is the next shoe to drop. Plus: Notes on the default risk rising in China's dollar-denominated debt, President Obama's latest tax grab, and rolling 401(k) assets into a pension plan.

By Jeff Benjamin
iShares says not so fast on passive investing winning the day
EQUITIES JAN 06, 2015
iShares says not so fast on passive investing winning the day

iShares manager says money from active managers was primary driver of record 2014.

By Trevor Hunnicutt
RIAS JAN 06, 2015
Wilshire rolls out BDC index, setting the stage for investible versions

Index will mainly act as a benchmark for the universe of six dozen individual BDCs until an investible version is created.

By Jeff Benjamin
Bond fund managers bravely approach beaten down energy debt
EQUITIES JAN 06, 2015
Bond fund managers bravely approach beaten down energy debt

On today's <i>Breakfast with Benjamin</i>, brave bond fund managers are starting to gobble up the debt from beaten down energy companies. Plus: Home prices are being held down by oil, top 401(k) plan trends, and what the IPO market looks like for 2015.

By Jeff Benjamin
Global markets offer opportunities but central bankers hold the key: El-Erian
INDUSTRY NEWS JAN 06, 2015
Global markets offer opportunities but central bankers hold the key: El-Erian

El-Erian, Doll, Krosby say investors will have to work harder for returns in a volatile market this year.

By Trevor Hunnicutt