On today's <i>Breakfast with Benjamin</i> menu: Janet Yellen's Fed will sit on its record $4.3T balance sheet as the QE experiment continues. Plus: A top economist wants the Fed to raise rates now, stock buybacks push markets to the sky, beating short-sellers at their own game, and how not to get burned by pot stocks.
Some investors looking to reduce downside risk from exposure to the effects of the changing interest rate outlook on equities, bonds and foreign currencies turn to convertible securities. Can they work for you?
<i>Breakfast with Benjamin:</i> Consumers drawn by alphabet soup of adviser credentials. Plus: Job cuts continue at Barclays, pushing for nationwide fracking, a big retirement risk, commodity hedge funds take a beating, and another smidgen of bad news for the IRS.
Nicholas Schorsch's American Realty Capital Advisors and rival nontraded-REIT sponsor KBS Capital Advisors are locked in a legal battle over proprietary information and trade secrets. Bruce Kelly reports.
Inland Diversified Real Estate Trust has agreed to merge with a publicly traded REIT in a $2.1 billion all-stock deal. The transaction represents average annualized return of 8% for investors. Bruce Kelly reports.
<i>Breakfast with Benjamin:</i> Euro stocks rally but for how long?. Plus: The China risk, big money managers are flush once again, the future of airplane seating, and 21 inspirational yearbook quotes.
<i>Friday's menu:</i> 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.
In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years, with a cash deal to buy Cetera Financial Group.
Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?
Thinking of getting your clients into liquid alts? Read this first.
Bringing light and due diligence should be a priority for the investment advice industry.
Today's <i>Breakfast with Benjamin</i> menu: Finra targets trading trickery. Plus: Credit Suisse pleads guilty to tax evasion, dealing with the Fed's giant balance sheet, Treasuries vs. gold and 10 great baseball movies to see this summer.
Legg plans to work with UK-based institutional investor to develop retail funds
Once the domain of institutions and ultra wealthy, hedge funds and private equity funds are seeking ways to tap into the huge pot of 401(k) assets. But given their high fees and so-so returns, investors may be better off avoiding them.
With three straight months of inflows, the hedge fund industry now boasts a record $2 trillion in assets. The $469 billion funds-of-hedge-funds business, however, has had just two months of net inflows in the past 24. Jeff Benjamin on what's going on.
Hedge fund fees have been trending downward for six years, but could they vanish completely? And what kind of impact could this have on the industry?
CEO bows in apology to Japanese customers; possible theft of 850,000 units.
Whether or not bitcoin ever rivals the dollar, the digital currency platform could be a springboard for future monetary innovations.
They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.
Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.
