Former BloombergBlack honcho John Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client.
The pros and cons of the Total Return Fund and Total Return ETF in the wake of Bill Gross' departure
Investment advisers are required to have an emergency plan. Assuming you have one, have you really looked at what it says? Have you tested it? Do you know if it will work?
Debut of its new offerings follows an industrywide surge in popularity for the products.
Economist Robert J. Froehlich runs down the outlook
Catch up on this week's must-read stories for advisers, including the latest post-Gross Pimco developments, a robo-adviser launched by two financial media titans, and more.
Fallout from ARCP accounting debacle continues as two more broker-dealers, including the largest in the U.S., have suspended the sale of REITs sponsored by companies controlled by Nicholas Schorsch.
Latest blow to REIT czar after $23 million accounting scandal at ARCP uncovered.
Broker-dealer moves after National Planning Holdings <a href="//www.investmentnews.com/article/20141030/FREE/141039985/national-planning-holdings-puts-kibosh-on-arc-nontraded-reit-sales"" target=""_blank"" rel="noopener noreferrer">puts kibosh on ARC nontraded REIT sales</a> in wake of $23 million <a href="//www.investmentnews.com/article/20141029/FREE/141029902/schorschs-empire-jolted-by-23m-accounting-mishap"" target=""_blank"" rel="noopener noreferrer">accounting mishap</a> at Nick Schorsch's ARCP.
Monday's <i>Breakfast with Benjamin</i> menu: How will the market handle 3Q earnings? Plus: Bracing for an oil-price war, trouble beneath the surface of lower gas prices, a rare hawkish nod from the Fed, and advisers get high marks from clients.
Friday's <i>Breakfast with Benjamin</i> menu: The market's jolt puts liquid alt strategies in the spotlight. Plus: Minding the next threshold for stocks, reminding clients to buy on the dip, Fed missed the mark on inflation, and don't forget to worry about China.
Periodic market setbacks are inevitable, but the long-term case for equities remains sound
The company's president and CEO talks about a new fund investing in firms with diverse leadership. <b>Plus don't miss: <a href="http://www.investmentnews.com/section/specialreport/20140817/WOMEN">Women and Investing special report</b></a>
Though rules still vary from state to state, all same-sex couples should take steps to claim benefits.
New chief will be hired as firm tries to jump start recruiting and plans on upgrading its trading platform.
Fund managers looking for signs of stability at both Pimco and Janus following dramatic move.
Clients invested in variable annuities tied to the subaccount version of the Pimco Total Return Fund may move their funds.
Here's a hint: They're short-term bond funds that can provide safe places to park money, and provide a little yield and return in place of holding cash
More in line with the business of advisers who charge fees rather than brokers who receive a commission.
