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Investing styles will take on an active approach
A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade
Advisers get bullish in a bear market
With equities down 30%, some say it's getting too cheap to stay on the sidelines
Securitization makes a comeback
Breakfast with Benjamin: Securitization comes back and it's not all bad...Plus, how JPMorgan is positioned for rising rates, Deutsche Bank suspends currency traders, GM pays a dividend, and more minimum wage math.
Troubled SAC Capital hedge fund becomes a family office
Breakfast with Benjamin is back. Today: SAC Capital is now a family office; gold and silver start to shine; navigating bonds with ETFs; another debt-ceiling fight; cheaper gas in 2014; and the biggest product flops of 2013.
Citigroup’s Mexican unit under FBI scrutiny for alleged fraud
Breakfast with Benjamin: Citi under the FBI microscope. Plus: Using P/E ratios to dispel bubble theories, re-calculating the size of the nation's oil reserves, big banks and big overdraft fees, GM and political grandstanding, and it's always a good time to teach kids about money.
Barclays looks like the latest bank to back away from commodities trading
Breakfast with Benjamin: Barclays backing away from commodities. Plus: Goldman hangs tough in the commodity-trading arena, getting esoteric with income investing, riding on an M&A high, and IRS bonuses whether you've paid your taxes or not
Jobs report looks beyond the winter blues
Friday's menu: Jobs report looks past winter blues; investing in weed for a pot of gold; GM execs get PR all wrong; five funds set to bounce: jumping on the HFT bandwagon, and when the rich don't feel rich
Reefer madness? Take a pass on marijuana stocks for now
It isn't crazy to consider the potential of marijuana stocks as investments. But as weed's legality remains in flux, investors might want to steer clear.
Nontraded REIT returns: Where to put cash now?
The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.
New online platform looks to challenge RIA custodians
Motif launches platform for advisers to ease, speed portfolio re-balancing.
Ukraine’s new resistance to Russia draws attention back to the macroeconomic fallout
Friday's menu: Ukraine heats up and fund winners and losers come into focus. Plus: Fed-speak clarity: an oxymoron? Bank loan funds fall victim to Fed policy, Obamacare drags us back to the 1950s and banks square off with Big Labor in Vegas.
Merrill Lynch advisers embrace a goals-based investing approach
Kathleen Delong, a senior Merrill Lynch adviser in Allentown, Pa., has embraced the emotional side of behavioral finance.
Merrill Lynch’s John Thiel leads charge toward goals-based planning
A look inside the 100-year-old firm's efforts to drastically change its client-adviser relationships, led by John Thiel, the head of Merrill Lynch Wealth Management.
How to connect with the fastest-growing client demographic
Show respect for values, explain 'good' debt and accept that Hispanics don't put much emphasis on retirement.
PE giant Carlyle Group is eyeing the retail investor market and liquid alts
Breakfast with Benjamin: Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed
Rising stock market volatility is no “sell” signal
Strategists are still finding value in equities as the bull ages; more advisers warming to real assets.
Advisers warming to real assets as stock market volatility picks up
Real estate, REITS and MLPs are increasingly on advisers' radar screen, but a new study finds allocations in just one of five portfolios. Jeff Benjamin explains.
Yellen takes another stab at offering clarity on Fed policy without jarring the markets
Breakfast with Benjamin: 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.
Global markets start to realize the risks of Russia’s move into Ukraine
Friday's menu: 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.
Sugar-coating the data to downplay retirement-income challenges
Breakfast with Benjamin: Sugar-coating data to downplay retirement-income challenges. Plus: Simplified Fed-speak, ETFs continue to threaten active management, leveraged-loan fund investors hit the bricks, and there are still undervalued stocks worth considering.