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Good looks aren't everything, but it might help you attract more assets
INVESTING RIAS JAN 21, 2015
Good looks aren't everything, but it might help you attract more assets

In today's <i>Breakfast with Benjmain</i>, looks might help money managers land more assets, but they also tend to underperform. Plus: Darryl Strawberry's contract balance goes to the highest bidder, Florida investment manager charged with bilking $17M from clients, and a hedge fund manager uses proper etiquette after losing his clients' money.

Swiss franc fallout hits some liquid alt funds harder than others
INVESTING EQUITIES JAN 21, 2015
Swiss franc fallout hits some liquid alt funds harder than others

Big bets, currency exposure might surprise some investors

INVESTING ALTERNATIVES JAN 21, 2015
Nicholas Schorsch down, not out after resigning again

Though the real estate czar stepped down from two more publicly traded companies last week, as well as from a host of other nontraded REITs, he still remains entrenched at other firms he created and is the largest shareholder at several others.

INVESTING RIAS JAN 21, 2015
Former Edward Jones rep accused of stealing from a disabled client

Plus the rest of Tuesday's <i>Breakfast with Benjamin</i>: Daniel Thibeault's missteps make the case for due diligence, U.S. economy magically defies gravity among global economies, and tax strategies that it isn't too late to employ

INVESTING ALTERNATIVES JAN 21, 2015
Alts fund manager Daniel Thibeault arrested in securities fraud

The FBI accused GL Capital Partners CEO Daniel Thibeault of creating fictitious loans to divert millions in assets to business accounts.

INVESTING ALTERNATIVES JAN 21, 2015
As oil prices fall, investment opportunities emerge

Boon for MLPs, and a boost for holiday sales

State of the Union spoiler alert: Obama plans to go after rich people
INVESTING EQUITIES JAN 20, 2015
State of the Union spoiler alert: Obama plans to go after rich people

<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.

Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets
INVESTING EQUITIES JAN 20, 2015
Gundlach says 'sinister side' of cheap oil will dampen economic growth, markets

What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.

INVESTING ALTERNATIVES JAN 20, 2015
Fidelity's clearing arm restores processing some Schorsch-related nontraded REITs

Decision affects American Realty Capital brand, but not Cole

How currency hedging saved portfolios in 2014
INVESTING EQUITIES JAN 18, 2015
How currency hedging saved portfolios in 2014

Financial advisers who found ways to mute the effect of the surging U.S. dollar on clients' foreign investments weathered the last year well. Those who didn't suffered.

Bull's-eye: How gun trusts can hit the mark with clients' estate planning
INVESTING RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

Europe and Asia may be a mess, but long-term investors can find opportunities there
INVESTING EQUITIES JAN 16, 2015
Europe and Asia may be a mess, but long-term investors can find opportunities there

Valuations and fundamentals make the case for a contrarian international move

Bull's-eye: How gun trusts can hit the mark with clients' estate planning
INVESTING RETIREMENT PLANNING JAN 16, 2015
Bull's-eye: How gun trusts can hit the mark with clients' estate planning

Individuals with firearms collections will likely need an additional layer of planning.

Managed futures funds shine anew, but mystery remains
INVESTING EQUITIES JAN 16, 2015
Managed futures funds shine anew, but mystery remains

As market volatility spikes and correlation between various asset classes breaks down, managed futures strategies are enjoying their day in the sun once again. But advisers need to do some heavy lifting before jumping in, because performance varies widely and fees can be extreme.

Falling oil prices are now officially costing jobs
INVESTING RIAS JAN 15, 2015
Falling oil prices are now officially costing jobs

Friday's <i>Breakfast with Benjamin</i> covers oilfield job cuts coming hard and fast now that the oil boom is sinking. Plus: Ohio-based financial adviser charged in Ponzi scheme, movie industry hopes the Oscar nominees can drive ticket sales, and the time might be perfect to start buying stocks.

A case for getting bold on gold
INVESTING EQUITIES JAN 15, 2015
A case for getting bold on gold

On today's <i>Breakfast with Benjamin</i>, are investors ready to run back into precious metals? Plus: What a breakup of JPMorgan Chase would look like, seeing 2015 through the eyes of Jeffrey Gundlach, and the pros and cons of living in a state with no income tax.

Meredith Whitney's hedge fund and how it sputtered in its debut year
INVESTING ALTERNATIVES JAN 14, 2015
Meredith Whitney's hedge fund and how it sputtered in its debut year

Starting her debut hedge fund without a staff of analysts to help choose investments and relying too much on one investor's money helped lead the star analyst astray, according to a person with direct knowledge of her firm. Now, her office in New York is on the market, her two top executives left and the fund tied to Platt's BlueCrest Capital Management sued in Bermuda last month to get its $46 million back.

Utility, consumer stocks can play defense when market volatility spikes
INVESTING EQUITIES JAN 13, 2015
Utility, consumer stocks can play defense when market volatility spikes

Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.

INVESTING ALTERNATIVES JAN 12, 2015
As fund-raising dries up at ARCP's Cole Capital, senior executives head for the door

Team goes to rival Griffin Capital Securities after disappointing month.

Hedge fund employees enjoy the fruits of their labor
INVESTING EQUITIES JAN 12, 2015
Hedge fund employees enjoy the fruits of their labor

On Friday's <i>Breakfast with Benjamin</i>, average compensation at hedge funds remains gaudy, even with performance down. Plus: Smart beta takes another step out of the shadows, the right way to clean up your portfolio, and the new Congress sets the tone by taking an early swipe at Obamacare.