Most advisers got involved in managed futures after stocks' poor performance in 2008 but walked right into another poor market environment, this time for managed futures themselves.
State securities regulators are making noise about implementing changes to policies that would limit how much a client's net worth could be invested in nontraded real estate investment trusts. Those limits would have helped clients in the case of a Louisiana broker who now has a Finra complaint.
Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.
A correlation between the alternative rock of the '80s and '90s and alternative mutual funds.
The owners of Gemini Real Estate Advisors have dueling claims against each other.
Regulators are notorious for dragging their feet, and investors suffer when new rules take too long to be finalized.
In today's <i>Breakfast with Benjamin</i>, bond experts weigh in on the state of the bond rally, hackers find nothing to steal from Obamacare site, the Fed goes after Libor and another reminder to diversify into alternatives.
With so many funds out there, these four lessons are worth keeping in mind.
<i>Breakfast with Benjamin</i> covers Morgan Stanley getting ultra-bullish on stocks, Detroit's big bankruptcy trial kicking off, and how to tread lightly into the MLP space.
Some of the smartest investors, like John Paulson, are bad role models in their choice of exchange-traded funds, which are often celebrated for their low costs.
A scandalous lawsuit, new data on the growth of independent firms, and the rest of this week's must-reads
<i>Breakfast wtih Benjamin</i>: The case for reducing fixed income exposure gets more vivid, markets react to Pres. Obama's 'no strategy' remarks regarding ISIS, another perspective on income inequality, and more.
Bob Froehlich says the industry needs to catch up with the pressing demands of a yield-starved world.
On today's <i>Breakfast with Benjamin</i> menu: Gen Xers enjoy wage gains but others don't. Plus: Bolstering bond returns; thinking about Fed policy; Charlie Munger's contributions to Buffett's success; a private equity manager opens up and remembering 9/11.
On today's <i>Breakfast with Benjamin</i> menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
New survey finds 83% of financial professionals are interested in investing based on societal or environmental impact.
In today's <i>Breakfast with Benjamin</i>, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.
