<i>Breakfast with Benjamin</i> The collapse of alternative investments platform Aequitas Capital Management continues to unfold, while investors and advisers are kept in the dark.
Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.
How are these funds performing? At first blush, not that badly
In SEC filing, Texas REIT United Development Funding IV claims a smear campaign has been mounted to drive down the price of its stock.
The best investments are the options that align with clients' values and goals.
Trevor Bond is stepping down two weeks before the firm releases Q4 and yearly earnings. The company said in November it was exploring breaking up into three businesses.
Puppies of the three-year-old male will bring in thousands of dollars each, and endorsements could bring in even more. But getting the poised sporting dog to the winning circle wasn't cheap.
If there's a will, there's a way to package it into an ETF.
<i>Breakfast with Benjamin</i> Wall Street is showing big support for Marco Rubio and Hillary Clinton. Time will tell if that's a blessing or a curse.
<i>Breakfast with Benjamin</i> Liz Ann Sonders' reason to remain bullish: The economy not being as bad as many believe.
<i>Breakfast with Benjamin</i> The presidential hopeful's new “Fair Share Surcharge” to tax the wealthiest Americans would raise $150 billion over 10 years.
<i>Breakfast with Benjamin</i> Even if they have to resort to negative interest rates, central banks never really run out of ammo.
<i>Breakfast with Benjamin</i> Short sellers are staking their claims on the downside of the market, as short interest in the S&P 1500 reaches its highest level in three years.
Advisers have to explain smart-beta funds' features and potential benefits to clients to ensure they philosophically align.
The firm joins Goldman, JP Morgan and John Hancock by jumping into the ETF space with passive strategies based on proprietary quantitative research.
Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.
Traditional fixed-income holdings, such as bond funds, may not provide enough meaningful income as historically low interest rates have limited the yields available to investors.
Deal said to value real estate investment manager at $850M
<i>Breakfast with Benjamin</i> Are Snapchat and Twitter the next players to enter the robo-advice game?
<i>Breakfast with Benjamin</i>: Brazil, Russia, India and China assets are down 88% since their 2010 peak.
