Displaying 164 results
Having the alternatives talk with clients
Advisers share their tips on how to broach the subject of new asset classes and strategies
Clients may balk, but it’s time to re-balance portfolios
Clients may think advisers are buying them a load of coal when they see their quarterly statements because advisers are poised to buy some (gulp) bonds, interest-rate risk included, before the end of the year despite stocks' strong outlook.
Global markets riding high on the ‘Yellen effect’
Did Janet Yellen affect global markets? Better believe it. Also, four U.S. banks get cut by Moody's, some big names load up on gold and yes, there's an ETF with a chunk of Twitter. From InvestmentNews senior columnist Jeff Benjamin, who adds a Turkey Day preview.
Consider climate change and the forecast for commodities
The topic of climate change has generated intense interest and debate in circles from academia to Hollywood to…
Central bankers are trapped in QE nirvana
Central bankers are trapped in QE nirvana, the pre-holiday data dump, giving thanks to clients, green dividend stocks, and how to properly carve a turkey.
Goldman sees increased risk factors facing commodities
Plus: Emerging markets get dicey, butting heads with Buffett, hedging with ETFs, more Bitcoin buzz
Do your clients really need long-term care insurance?
What's InvestmentNews senior columnist Jeff Benjamin reading this morning? Whether your clients need long-term care insurance, hedge funds loading up on GM stock, Greenspan calls Bitcoin a bubble, JPMorgan confirms cardholders were hacked and Britain gets bullish. Breakfast with Benjamin is served.
Personal Capital debuts investment management tool
The company's latest web product to track portfolios joins the efforts of rivals including Jemstep, Betterment and FutureAdvisor
Chinese markets embrace a blueprint for economic reform
China's economic reform blueprint stokes markets. Plus: Strategies for early retirement, how Tim Geithner is getting really rich, the bleeding edge of biotech, and women flood the U.S. labor market. Expertly curated by InvestmentNews senior columnist Jeff Benjamin.
Say #Hello to the new Twitter billionaires
Plus: Deutsche Bank's new China ETF hottest launch since 2007
SEC proposes crowdfunding rules
The SEC announced its proposal for crowdfunding rules, but advisers remain extremely wary. With a potential vulnerability for fraud and failed investments, will the due diligence required for crowdfunding outweigh its actual benefits?
Learn alternatives, but tread lightly
The world of alternative investing, already commonplace among pension funds, endowments and foundations, is opening up for individual…
Is the great correlation over?
Live from the IN Alternatives Investments Conference: Low rates, economic uncertainty and surprises have pushed asset classes in the same direction
Why the stock picker’s market shouldn’t matter
Jason Kephart discusses what financial advisers should really focus on when selecting an active manager.
<b>The Takeaway:</b> Sell in May not so simple after all
Portfolio Sell in May: Not so simple… (can’t anything ever be?) (Rick Ferri) Merrill…
AssetBook rolls out mobile portfolio management application
Gives advisers on-the-go access to portfolios and data via smart phones and tablets.
New face brought in to oversee Janus’ investments
American Centuries' Chang will lead stock, risk management and alternatives teams
Janus launching new funds in latest attempt to stem decline
Asset allocation funds offer investors varying levels of volatility.
Adviser gets sacked after ripping off her NFL linebacker client
What Jeff's reading today: Jail time for adviser who ripped off her NFL linebacker client, plus: the taper question, 98% chance of a market crash next year, the yen-dollar trade, New Yorkers dodge taxes, and (surprise!) Congress wastes your money.
Advisers making statement by shunning formal investment statements
Ignoring a useful tool for keeping investors on course; wealthier clients do get written plan
