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INDUSTRY NEWS MAR 10, 2015
Bill Gross using leverage to boost returns at Janus

Janus fund manager likens approach to hedge fund legend Ray Dalio of Bridgewater Associates

By Bloomberg
The robo-fication of RIA deal making
RIAS MAR 10, 2015
The robo-fication of RIA deal making

Deal making will undergo a change fueled by new technology but the most powerful approach will integrate technology and human consulting.

By Kathleen Asack and Mary Ann Buchanan
Don Froude stepping down as president of Ameriprise's personal advisers group
BROKER DEALERS MAR 10, 2015
Don Froude stepping down as president of Ameriprise's personal advisers group

Froude, who oversees about 9,700 advisers, has been in the role since 2008. He will turn his focus to "field initiative and projects" at the company.

By Mason Braswell
Apps to help advisers manage their emails
FINTECH MAR 10, 2015
Apps to help advisers manage their emails

A full inbox of emails is daunting for any adviser, but these apps can help.

By Alessandra Malito
Strong dollar is keeping the markets on edge
EQUITIES MAR 10, 2015
Strong dollar is keeping the markets on edge

<i>Breakfast with Benjamin</i>: The wicked-fast pace of the dollar's rise has markets on edge, with other currencies unable to adapt fast enough.

By Jeff Benjamin
ARCP reports "weakness" in financial reporting controls
ALTERNATIVES MAR 10, 2015
ARCP reports "weakness" in financial reporting controls

The audit committee for troubled traded REIT American Realty Capital Properties Inc. said it &#8220;found certain material weaknesses in the company's internal controls over financial reporting and its disclosure controls and procedures.&#8221;

By Bruce Kelly
In rare move, Vanguard beefs up international exposure in target date funds
EQUITIES MAR 10, 2015
In rare move, Vanguard beefs up international exposure in target date funds

Fund giant also plans to launch lower-cost institutional series to expand its market reach.

By Jeff Benjamin
INDUSTRY NEWS MAR 10, 2015
Bill would end mandatory arbitration in brokerage contracts

Legislation introduced Thursday would ban such requirements for investor claims.

By Mark Schoeff Jr.
Bill Gross pal McCulley leaving Pimco after firm hires former Morgan Stanley chief economist
INDUSTRY NEWS MAR 10, 2015
Bill Gross pal McCulley leaving Pimco after firm hires former Morgan Stanley chief economist

Soon-to-be former chief economist exiting less than a year after joining, says 'mission is complete.'

By Bloomberg
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock
RIAS MAR 10, 2015
Financial advisers rocket Vanguard to No. 2 in ETFs behind BlackRock

The firm's focus on cost-conscious, fee-based advisers has been a winning strategy.

By Trevor Hunnicutt
Merrill loses advisers managing $18.6 billion in 2014
RIAS MAR 10, 2015
Merrill loses advisers managing $18.6 billion in 2014

Wirehouse lost advisers managing $18.6 billion in 2014; veteran brokers blame Bank of America's 'fire first and ask questions later' mentality and expiration of retention deals. <i>(See also: <a href=&quot;http://www.investmentnews.com/section/video?playerType=INTV&amp;bctid=3966545534001&amp;date=20141231&quot; target=&quot;_blank&quot;>How wirehouses will strike back against breakaways</a>)</i>

By Mason Braswell
4 ways cash drags down investors' portfolios
OPINION MAR 09, 2015
4 ways cash drags down investors' portfolios

Betterment's director of behavioral finance and investing says cash isn't a good investment for anything other than the very short term.

By Dan Egan
SEC's Mary Jo White says agency will develop fiduciary rule for brokers
PRACTICE MANAGEMENT MAR 09, 2015
SEC's Mary Jo White says agency will develop fiduciary rule for brokers

Top regulator's support of a uniform standard breaks a tie among commissioners that has stymied efforts to move forward.

By Mark Schoeff Jr.
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
EQUITIES MAR 09, 2015
Maxing out a 401(k) doesn't mean you can't keep saving for retirement

<i>Breakfast with Benjamin</i>: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.

By Jeff Benjamin
INDUSTRY NEWS MAR 09, 2015
Which sector holds the most surprising value?

Using a historical lens, Goldman Sachs finds promise in this overlooked part of the market

By Bloomberg
Apple joining Dow could leave clients overexposed to tech giant
EQUITIES MAR 09, 2015
Apple joining Dow could leave clients overexposed to tech giant

Blue chip barometer likely to get more volatile after the March 19 switch.

By Jeff Benjamin
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs
MUTUAL FUNDS MAR 09, 2015
In possible gift to Bill Gross, Janus gets preliminary approval to offer ETFs

Janus has indicated significant plans in the ETF space, including a possible fund with the Pimco founder.

By Trevor Hunnicutt
Smart money moving to the sidelines as earnings signal flashes red
EQUITIES MAR 09, 2015
Smart money moving to the sidelines as earnings signal flashes red

<i>Breakfast with Benjamin:</i> Earnings signal flashing red, sending some investors to the sidelines, Gross sets a timeline, Bernanke wants the president to have more power, ETF investors hedge currencies and chase corporate bonds, and the first-year numbers behind Colorado's legal weed.

By Jeff Benjamin
Schwab 'robo-adviser' bets big on cash and 'smart' beta
FINTECH MAR 09, 2015
Schwab 'robo-adviser' bets big on cash and 'smart' beta

Brokerage platform will use asset-allocation strategies of disputed merit with retail clients.

By Trevor Hunnicutt
Yellen and the Fed not swaying advisers
FIXED INCOME MAR 09, 2015
Yellen and the Fed not swaying advisers

Uncertainty about when the central bank will begin to raise interest rates has advisers sticking to their fixed-income guns.

By Jeff Benjamin