Alternatives

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INVESTING EQUITIES OCT 28, 2014
Decision day: What Fed policy makers will have to say

<i>Breakfast with Benjamin:</i> What will Janet Yellen and the other Fed policy makers say, and how will investors react? Plus: Why focus on the Fed at all? And traps to avoid on the way to success, Facebook earnings, private equity risks and Game 7

INVESTING RETIREMENT PLANNING OCT 25, 2014
The regulatory hits keep coming for LPL Financial

The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients

INVESTING EQUITIES OCT 24, 2014
Are online investors actually panicking at the sight of market volatility?

Covestor sees investors tinkering around the edges of their allocations, but not much actual fear

INVESTING EQUITIES OCT 23, 2014
Charles Schwab's Liz Ann Sonders stays bullish but warns of market volatility

Schwab's chief investment strategist is embracing cheap oil, 'onshoring' and select emerging economies

INVESTING EQUITIES OCT 23, 2014
ETF investors bail on the financial sector

<i>Breakfast with Benjamin:</i>Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.

INVESTING ALTERNATIVES OCT 23, 2014
Morningstar partners with ProShares to manage an alternative ETF

ALTS will track an index maintained by Morningstar that includes allocations to seven different alternative investment strategies

INVESTING EQUITIES OCT 22, 2014
The Fed struts its market-timing skills to inject a sense of calm

<i>Breakfast with Benjamin</i>: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.

INVESTING ALTERNATIVES OCT 21, 2014
New York Life buys IndexIQ to expand liquid alts offering, add hedge fund ETFs

Deal adds $1.5 billion in AUM to N.Y. Life, including $950 million in multi-strategy exchange-traded fund.

INVESTING EQUITIES OCT 21, 2014
New managed volatility funds aim to protect client portfolios from market swings

Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance

INVESTING ALTERNATIVES OCT 21, 2014
Goldman Sachs strategists say investors hold too much stocks and bonds and need to jack up alternatives allocations

It's a matter of diversifying rather than dabbling: Adding a few percentage points 'is not doing anything'.

INVESTING ALTERNATIVES OCT 19, 2014
SEC approves rule change for greater transparency of nontraded REITs

The rule, proposed originally by Finra, will require per-share valuation of unlisted REITs or direct participation program on customer statements.

INVESTING EQUITIES OCT 17, 2014
Options market action suggests investor fear has peaked

Bulls looking for signs that Friday's rally in stocks is the start of something bigger are taking signals from options and S&amp;P 500 Index charts. And it's looking good.

INVESTING EQUITIES OCT 17, 2014
Advisers tested by spike in market volatility

Wild week in financial markets wrapping up with rebound in stocks as bonds decline.

INVESTING EQUITIES OCT 17, 2014
Fattened by the Federal Reserve, the markets want more

<i>Breakfast with Benjamin:</i> Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.

INVESTING EQUITIES OCT 17, 2014
Cliff Asness says market volatility is a good reason to diversify

Advisers should look at alts, but fees are too high, he contends.

INVESTING ALTERNATIVES OCT 16, 2014
CNL Lifestyle exits senior housing with portfolio sale

Deal focuses large nontraded REIT on lifestyle sector before a potential listing of shares or sale of the portfolio.

INVESTING ALTERNATIVES OCT 16, 2014
How much is Sears' new REIT really worth?

INVESTING ALTERNATIVES OCT 16, 2014
Schorsch empire strikes back on perception of illiquid investments

Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.

INVESTING EQUITIES OCT 16, 2014
Buckle up for more volatility

<i>Breakfast with Benjamin</i> today features: More market volatility on the way and not just for stocks. Plus: Consumers' bad attitudes, Fed chief Janet Yellen's first big test, and more.

INVESTING ALTERNATIVES OCT 16, 2014
Alternatives: A key piece of the investment puzzle

The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, increasing the importance of finding a way to fit alternatives into client portfolios.