Displaying 36 results
A look at today’s generation of online RIAs
Client numbers and assets under management, when available, are drawn from regulatory filings or company officials. Betterment…
With global wealth shift, ‘there’s always a bull market somewhere’
Fidelity's Simnegar sees huge investment opportunities in decline of developed markets, rise of emerging ones
Despite bankruptcies, muni funds rake it in
High-profile municipal bankruptcies and potential defaults haven't deterred the investing public from pouring money into muni bond funds.
Why muni bankruptcies may not be such a good idea
Some people are suggesting that municipalities consider bankruptcy as a strategy in fixing financial problems rather than a last resort, but the long term damage to cities walking away from their debt could be serious.
Diversified alpha bets? This alt fund’s got them
While any fund dubbed “absolute return” is automatically setting the bar way too high, the Causeway Global Absolute Return Fund deserves some credit for making every effort to remove market beta, which theoretically would leave investors with alpha, or absolute returns.
Advisers cool to changes pushed for money funds
Although financial advisers don't use money market funds often — preferring insured bank accounts for their clients' idle…
Why clients are playing defense with alternative investments
The fact that inflows into alternatives funds continue to be heavy even while they are underperforming the broad…
Alternative mutual fund strategies set for rapid growth, Cerulli says
Money managers are increasingly bullish on alternative investment strategies and expect rapid growth, according to Cerulli Associates Inc.
Biggs sees U.S. market extending slump, Europe economy worsening
Pain across the pond will drag down U.S. market for weeks to come, says investor Barton Biggs
Buffett makes $3.85B bid for ResCap mortgage business
Warren E. Buffett, whose prediction last year of a housing recovery was premature, is raising his bet on…
Is modern portfolio theory bunk?
Surprising new research indicates that greater risk does not, in fact, lead to greater reward. This little nugget would seem to debunk a basic tenet of modern portfolio theory -- and could turn the world of investing on its head.
More than meets the eye with emerging-markets debt
Emerging-markets debt is becoming a hot topic of conversation across the financial services industry, as many eyes have…
Economists, strategists see anemic growth in second half
Economists and chief investment strategists are busy penning their second-half outlooks for the investment markets, and many of them expect a rerun of the so-called risk-on/risk-off mentality of investors that developed in the middle of last year.
Bankrolling adult kids imperils boomer retirement
Advisers worry that the amount baby boomers spend on their adult children is imperiling their retirement savings.
<b>Editorial:</b> Preparing clients for a low-return reality
Our nation's economic recovery stands pretty much where it started off six months ago: improving, but not fast enough.
B-Ds join to pitch REITs
Behringer Securities LP and CNL Securities Corp. are teaming up to raise capital for a pair of nontraded…
High-end dividend plays may be too attractive for investors’ own good
Although it is understandable that investors are placing a premium on dividend income during a period of historically…
Hasenstab’s new normal: You must take risks just to preserve wealth
Too much focus on the European debt crisis, and a potential economic slowdown in China, could lead to…
Alternatives coverage expands
Morningstar Inc. is expanding its analyst ratings and global fund reports to encompass about 40 alternatives mutual funds,…
Looking beyond the obvious for yield
A dvisers are looking more broadly at asset classes for income opportunities — but there is more work…
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