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ALTERNATIVES MAY 08, 2016
New tools provide real estate hedging

By Emery Matthews
Golfer Phil Mickelson profited almost $1M in Dean Foods insider-trading case: SEC
REGULATION AND LEGISLATION MAY 06, 2016
Golfer Phil Mickelson profited almost $1M in Dean Foods insider-trading case: SEC

The three-time Masters champion hasn't been accused of wrongdoing, but is named in the complaint involving Dean Foods Co. and gambler William “Billy” Walters.

By Bloomberg
Hardcore bear ETFs poised to swell past bulls as inflows surge
INDUSTRY NEWS MAY 06, 2016
Hardcore bear ETFs poised to swell past bulls as inflows surge

So big have been the inflows that the market capitalization of inverse products is on the verge of eclipsing bullish exchange-traded notes for the first time since 2013.

By Bloomberg
Goldman Sachs: The search for yield just getting started
INDUSTRY NEWS MAY 06, 2016
Goldman Sachs: The search for yield just getting started

Firm says 90% of actively managed high-yield debt funds now failing to meet or surpass their benchmarks this year.

By Bloomberg
How to help clients save big bucks on health and Medicare costs in retirement
RETIREMENT PLANNING MAY 06, 2016
How to help clients save big bucks on health and Medicare costs in retirement

Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.

By Greg Iacurci
Legg Mason seizes on states' fervor with an IRA program for small businesses
RETIREMENT PLANNING MAY 06, 2016
Legg Mason seizes on states' fervor with an IRA program for small businesses

The asset manager, along with a few partners, is playing off the retirement coverage gap and states' growing interest in launching similar programs.

By Greg Iacurci
RETIREMENT PLANNING MAY 06, 2016
SEC charges four with free-dinner scheme in Florida that fraudulently targeted the elderly

A large portion of the money raised was never invested, the SEC alleged.

By Christine Idzelis
RETIREMENT PLANNING MAY 06, 2016
Workers and employers would be forced to save 3% of pay under new retirement proposal

Private equity exec Tony James and economist Teresa Ghilarducci advocate for a national retirement system starkly different from our current one.

By Greg Iacurci
REGULATION AND LEGISLATION MAY 05, 2016
Is the Fed's latest decision to leave rates unchanged truly dovish?

Neutral is a closer reading, since it has something for everyone — and a change could come quickly.

By Brian M. Scotto
Donald Trump says Puerto Rico bondholders should 'take a hit'
INDUSTRY NEWS MAY 05, 2016
Donald Trump says Puerto Rico bondholders should 'take a hit'

Presumptive nominee's view could win over some Republicans

By Bloomberg
PRACTICE MANAGEMENT MAY 05, 2016
Snoop Dogg takes the debate over Prince's lack of a will to a new level

<i>Breakfast with Benjamin</i> Snoop Dogg on why celebrities don't always have a will: You can't worry about something when you're dead, because you're dead.

By Jeff Benjamin
RETIREMENT PLANNING MAY 05, 2016
Prince estate: Trouble brewing and still no will

The famed musician's estate faces many complications if he truly died with neither a will nor a trust.

By Bloomberg
If Prince were your client, here's the best piece of advice he should have heard
INDUSTRY NEWS MAY 05, 2016
If Prince were your client, here's the best piece of advice he should have heard

The late musician Prince didn't have a will, just like six in 10 of all Americans.

By Alessandra Malito
PRACTICE MANAGEMENT MAY 05, 2016
When one spouse tries to sneak away money

If you're advising a husband-wife pair, your duty is to both

By Dan Candura
FINTECH MAY 04, 2016
Vanare's Lex Sokolin to join London-based research firm

Mr. Sokolin will remain a shareholder and member of Vanare's Board of Directors, while Ken Manning will succeed him.

By Alessandra Malito
Sallie Krawcheck's women-focused robo, Ellevest, officially launches
INDUSTRY NEWS MAY 04, 2016
Sallie Krawcheck's women-focused robo, Ellevest, officially launches

Former Merrill and Citi chief executive says the digital adviser answers womens' investing needs.

By Alessandra Malito
RETIREMENT PLANNING MAY 04, 2016
Hedge funds face their Uber moment

<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.

By Jeff Benjamin
Allianz's El-Erian: 4 quick takeaways from the April jobs report
INDUSTRY NEWS MAY 04, 2016
Allianz's El-Erian: 4 quick takeaways from the April jobs report

Higher wages, lower long-term unemployment complicate the Fed's deliberations about the timing of further interest-rate increases.

By Mohamed A. El-Erian
Brevan Howard said to start low-cost, liquid-fund business
INDUSTRY NEWS MAY 04, 2016
Brevan Howard said to start low-cost, liquid-fund business

The move marks its push into the liquid alternatives funds market that has grown to $784 billion at the end of the first quarter.

By Bloomberg
Does Warren Buffett really love the S&P 500?
INDUSTRY NEWS MAY 04, 2016
Does Warren Buffett really love the S&P 500?

If ordinary folks want to mimic the master, the last place they should be parking their funds is the S&amp;P 500.

By Nir Kaissar