Find out which separately managed accounts fared the best in the fourth quarter of 2014, across each major sector.
Today's <i>Breakfast with Benjamin</i> includes gold hitting its highest level since September. Plus: Obama wants to tak 529 plans to fund free community college, emerging-market-debt managers emerge from the wreckage of 2014, and it's time to change some passwords.
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
Hedge fund manager tops most peers in January with an 8.3% gain.
Investors continue to see domestic stocks as the best thing going: Legg Mason survey.
<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
Strategy: Be greedy when other muni bond investors get fearful and don't worry when Treasury yields begin to pick up.
Nuveen's chief equity strategist says benefits of lower oil prices and strengthening economy will come to the rescue of equity markets.
'There's value to be found out there, but you have to look very carefully'
<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%
Investor says firm took lucrative payouts at the expense of shareholders.
Investors including OppenheimerFunds and Franklin Resources have convinced a judge that bankruptcy law and the U.S. Constitution should prevail.
Societe Generale economist says the 'dollar economy' is going the wrong way.
<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.
Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
