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FIXED INCOME MAY 04, 2014
Economy will be stuck in a hole all year: Blinder

Government will be a drag on growth as Fed winds down quantitative easing.

By Jeff Benjamin
EQUITIES MAY 04, 2014
The markets are set to open with frayed nerves

<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.

By Jeff Benjamin
FIXED INCOME MAY 04, 2014
'New normal' growing old: Pimco

The era of sluggish growth characterized by Pacific Investment Management Co. chief Bill Gross as the &#8220;new normal&#8221; is ending, according to one of the firm's deputy CIOs. So what's happening?

By Gregory Crawford
FINTECH MAY 04, 2014
Time to jump on the Yelp bandwagon? Not so fast!

You'll need to calculate the risk before jumping on the Yelp bandwagon. For some firms, building out a Yelp marketing campaign will seem like a no-brainer. But for others, the downside may outweigh the upside. Kristen Luke weighs the pros and cons.

By Kristen Luke
INDUSTRY NEWS MAY 04, 2014
Zuckerberg to Buffett show wealthy owners dominating big M&A

Seven of the 15 U.S. takeover bids worth more than $10 billion since January 2013 were initiated by firms founded and controlled by one of the 200 wealthiest men in the world, according to data compiled by Bloomberg.

By Matt Ackermann
INDUSTRY NEWS MAY 04, 2014
How Warren E. Buffett's top book purchase could guide an adviser to beat the market

Warren E. Buffett, in his annual letter to shareholders of Berkshire Hathaway Inc. last week, said the best investment he ever made was buying a copy of &#8220;The Intelligent Investor&#8221; by Benjamin Graham. The billionaire isn't the only prominent investor who considers that purchase money well spent.

By Matt Ackermann
EQUITIES MAY 04, 2014
Gross: Get to 'old normal' and you'll see growth

Appreciating assets will lead to respectable growth rates and a reduction in unemployment, Pimco chief said in monthly outlook.

By ntappan
ETFS MAY 03, 2014
Ready or not, mutual funds, active ETFs set to take off

Transparency a minor issue, says RevenueShares' Vince Lowry

By Jeff Benjamin
PRACTICE MANAGEMENT MAY 02, 2014
RBC picks up Wells Fargo team with $350 million

Three advisers who produced $1.8 million joined RBC in Leawood, Kan.; one cites retirement of Danny Ludeman, former head of Wells Fargo Advisors, as contributing to move.

By Mason Braswell
EQUITIES MAY 02, 2014
Yellen takes another stab at offering clarity on Fed policy without jarring the markets

<i>Breakfast with Benjamin:</i> Can Janet Yellen and her Federal Reserve colleagues avoid roiling the markets? Plus: Visa and MasterCard tighten screws on Russian banks, bond ladders get snubbed by a fan of bond barbells, checking the math on alternative-investment performance, and the momentum-stock nosedive is real.

By Jeff Benjamin
EQUITIES MAY 02, 2014
Global markets start to realize the risks of Russia's move into Ukraine

<i>Friday's menu:</i> Investors waking up to Putin's Russia risks. Plus: Russia's debt downgraded as Kerry issues another warning; U.S. manufacturing comes back (but housing has not); how about this call: gold to hit $5,000 an ounce; the SEC starts to dissect liquid alt funds; and how sanctions are supposed to work.

By Jeff Benjamin
EQUITIES MAY 02, 2014
As Ukraine heats up, Obama “tees up” more sanctions, and the market turns a blind eye

<i>Breakfast with Benjamin:</i> Obama tees up more sanctions. Plus: Financial pros warn against ignoring Ukraine's significance, the housing market is being hurt by basement dwellers, epic Medicare fraud, safe investment bets surprise in 2014, and $1 million saved for retirement is now considered a good start.

By Jeff Benjamin
EMERGING MARKETS MAY 02, 2014
The Ukrainian hornet's nest: Advisers wary of touching it

Navigating an investment portfolio around Russia's increasingly aggressive move into Ukraine will not be easy, but there's no excuse for ignoring the potential risks &amp;mdash; and maybe a opportunities &amp;mdash; linked to the turmoil.

By Jeff Benjamin
RETIREMENT PLANNING MAY 01, 2014
Health savings accounts: Transforming health care, forcing hard choices

Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.

By Darla Mercado
RIAS MAY 01, 2014
Lazard profit exceeds estimates

Lazard Ltd., the largest independent financial-advisory firm, reported a surge in first-quarter profit that beat analysts' estimates as revenue from advising on mergers doubled.

By Matt Ackermann
INDUSTRY NEWS MAY 01, 2014
How top-performing firms keep growing

The fastest-growing and most profitable firms often take unconventional approaches to their business models. <i>To see how your firm stacks up, <a href=&quot;http://www.investmentnews.com/2014fp&quot;>take part in this year's study</a>.</i>

By Gregory Crawford
WIREHOUSES MAY 01, 2014
Morgan Stanley breakaways double size of SoCal practice

Cypress Group joins a growing practice with roots in financial planning for doctors, entertainment industry nonprofits. <i>Plus: <a href=&quot;http://data.investmentnews.com/aotm/&quot; target=&quot;_blank&quot;>See who else is switching firms</a>.</i>

By Trevor Hunnicutt
FIXED INCOME MAY 01, 2014
Small fund nimble enough to navigate the edges of fixed income

Leader Total Return Fund manager goes off the beaten path to make nimble bets on market and rate patterns.

By Jeff Benjamin
EQUITIES MAY 01, 2014
Investors warming up to equities a little late in the game

They're even interested in international stocks, survey finds.

By CODONNELL
RETIREMENT PLANNING MAY 01, 2014
Mountains of paperwork make 401(k) transfers a tough hill to climb

Moving money from one record keeper to another so hard that some clients give up and stay put.

By Darla Mercado