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Displaying 43006 results
EQUITIES DEC 19, 2014
Shrugging off diversification, more advisers chase stock market performance

On Friday's <i>Breakfast with Benjamin</i>, advisers are starting to shun alternatives to avoid the risk of missing out on the stock market's run. Plus: Venezuela's sinking credit rating, attractive valuations even at these prices, and investing rules from Stephen Colbert

By Jeff Benjamin
MUTUAL FUNDS DEC 19, 2014
Investors move to Janus as new Gross-run fund adds $769 million

Janus Global Unconstrained Bond Fund reports assets of $1.21B; fund returned 0.38% in November, beating 85% of peers.

By Bloomberg
RIAS DEC 19, 2014
It's time for transparency at the CFP Board

Should be a transparent protocol for planners to follow when they disagree with the board's judgments.

By Andrew Leigh
EMERGING MARKETS DEC 19, 2014
Bill Gross says take chips off the table as end to asset increases nears

In latest outlook report, Janus bond manager, using Punch and Judy to analyze central bank policies, wonders how a debt crisis can be solved with more debt.

By Bloomberg
FIXED INCOME DEC 19, 2014
Off with his head: How Pimco deposed the Bond King

The inside story of the final months of turmoil at Pimco as Bill Gross lost control.

By Bloomberg
ALTERNATIVES DEC 19, 2014
Massachusetts regulator Galvin investigating Schorsch B-D

Massachusetts regulator has launched an investigation into Realty Capital Securities, the wholesaling broker-dealer arm of Nicholas Schorsch's nontraded REIT empire. (<b><i>Also: <a href=&quot;http://www.investmentnews.com/article/20141105/FREE/141109957/schorsch-remains-confident-in-his-empire&quot; target=&quot;_blank&quot;>Schorsch remains confident in his empire</a>)</b></i>

By Bruce Kelly
PRACTICE MANAGEMENT DEC 18, 2014
Bernanke joins Pimco as senior adviser

His second consulting agreement with a top money manager in as many weeks.

By Bloomberg
PRACTICE MANAGEMENT DEC 18, 2014
The Super Bowl ending and what you can learn from it

Three lessons about making decisions under pressure gleaned from the epic conclusion to Super Bowl XLIX.

By Joe Duran
ALTERNATIVES DEC 18, 2014
ARCP gets time to revise earnings, delays dividend

Big real estate company, until recently led by Nicholas Schorsch, hires Korn Ferry, launches search for new CEO, chairman.

By Bloomberg
EQUITIES DEC 18, 2014
Restored Cuba relations will lead to travel, cigars, not investment opportunities

Even if Cuba's economy doubled, it still wouldn't be 'big enough to move the needle for the U.S.'

By Jeff Benjamin
INDUSTRY NEWS DEC 18, 2014
Is the Russian collapse wrecking your 401(k)?

Some emerging-markets funds are invested in oil-driven economy.

By Bloomberg
FINTECH DEC 18, 2014
When technology or outsourcing can help, and when it can't

Advisers need to focus on mission-critical functions, such as meeting with clients and marketing.

By Sheryl Rowling
FINTECH DEC 18, 2014
Worries about robo-advisers are unfounded. Here's why.

If you are losing clients to online advice platforms, you need to look in the mirror

By Matt Halloran
ETFS DEC 18, 2014
Pimco could withstand losing another $350 billion before asset flow starts to pinch

Morningstar report says outflows of $300B to $350B in next few years could hit firm's bonus pool, lead to key departures.

By Randy Diamond
WIREHOUSES DEC 18, 2014
Morgan Stanley seeking female and millennial advisers and clients: Fleming

President of Morgan Stanley's wealth management unit discusses how these demographics will shape the future of wealth and the work force.

By Bruce Kelly
FIXED INCOME DEC 18, 2014
Federal Reserve to end bond buying but keep interest rates low

Policy makers say labor market has improved while inflation likely to remain subdued over the near term.

By Bloomberg
PRACTICE MANAGEMENT DEC 18, 2014
Oppenheimer Holdings beset by regulatory investigations

Firm sets aside more than $12 million in light of enforcement actions from the SEC, Finra and Treasury Department.

By Mason Braswell
RIAS DEC 17, 2014
House GOP tells SEC to improve adviser oversight

House Republicans who oversee the SEC told the agency to do a better job of regulating investment advisers &#8212; and to do it without a significant budget increase.

By Mark Schoeff Jr.
BlackRock expanding efforts on impact investing
ETFS DEC 17, 2014
BlackRock expanding efforts on impact investing

BlackRock sees a future in portfolios that emphasize social goals.

By Trevor Hunnicutt
WIREHOUSES DEC 17, 2014
Wells Fargo sees results from financial planning

Wells Fargo Advisors capped off 2014 with relatively strong numbers, as fourth-quarter earnings at its wealth division were up 5% year over year, despite costly investments in technology and higher broker commissions.

By Mason Braswell