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EQUITIES JUN 27, 2016
The safe-haven utilities sector has become extremely overextended

<i>Breakfast with Benjamin</i> Something amiss when safe-haven investments move into bubble territory. The utilities sector is up 21% so far this year.

ETFS JUN 27, 2016
DoubleLine's Jeffrey Gundlach says gold is the place to be

<i>Breakfast with Benjamin</i> Jeffrey Gundlach is embracing the safe haven of gold: &quot;Things are shaky and feeling dangerous.&quot;

Investors loving BlackRock's high-yield bond ETF thanks to Brexit
MUTUAL FUNDS JUN 27, 2016
Investors loving BlackRock's high-yield bond ETF thanks to Brexit

Junk-bond fund posted $291 million of inflows during rout.

Brexit vote whipsaws markets, tests financial advisers' resolve
EQUITIES JUN 27, 2016
Brexit vote whipsaws markets, tests financial advisers' resolve

The fallout from Britain's shocking vote could last at least two years. Meanwhile, advisers told their clients to <a href=&quot;http://www.investmentnews.com/article/20160624/FREE/160629940/financial-advisers-reach-out-to-clients-as-stocks-plunge-in-brexit&quot;>keep calm and carry on</a> as stock markets tumbled, creating a buying opportunity.

Carlyle Group, KKR and other private equity firms target individual investors with interval funds
ALTERNATIVES JUN 27, 2016
Carlyle Group, KKR and other private equity firms target individual investors with interval funds

Weighing the pros and cons of the new registered fund

EQUITIES JUN 24, 2016
SEC going after advisers for reverse churning

<i>Breakfast with Benjamin</i> The commission is specifically looking at why some clients are in advisory accounts versus brokerage accounts.

Financial Twitter reacts to Brexit vote
EMERGING MARKETS JUN 24, 2016
Financial Twitter reacts to Brexit vote

Advisers and other professionals took to Twitter Friday to share their reactions and advice.

Franklin Templeton's Hasenstab kicks off Morningstar with nod to emerging markets
EQUITIES JUN 24, 2016
Franklin Templeton's Hasenstab kicks off Morningstar with nod to emerging markets

Uncovering value in unloved economies.

EQUITIES JUN 24, 2016
Wall Street's fear index rises as global markets face unrest

<i>Breakfast with Benjamin</i> As the Brexit vote approaches and markets face global uncertainties, the CBOE Market Volatility Index climbs above a symbolic threshold.

EQUITIES JUN 23, 2016
If all else fails, blame the sluggish economy on demographics

Plus: European activists hedge funds are nicer, Soros gets it all wrong, and crowdfunding for dummies

Bond bears licking their wounds as stock funds lag amid low-interest rates
ALTERNATIVES JUN 23, 2016
Bond bears licking their wounds as stock funds lag amid low-interest rates

The average long-term government bond fund has soared 10.1% this year, according to Morningstar.

MUTUAL FUNDS JUN 23, 2016
Bank of America Merrill Lynch to trim mutual fund offerings

The firm hopes to make it easier for clients and advisers to understand sales charge reductions and waivers.

U.S. stock futures tumble with global markets on surprise Brexit results
EQUITIES JUN 22, 2016
U.S. stock futures tumble with global markets on surprise Brexit results

U.K. vote to leave the European Union after more than four decades of membership sends U.S. stock futures tumbling.

EMERGING MARKETS JUN 22, 2016
The high risks facing a low-yield world

Plus: How well do you know your non-traditional bond fund, debunking dividend myths, and looking like a million bucks for less

Is Wall Street creating too many products?
MUTUAL FUNDS JUN 21, 2016
Is Wall Street creating too many products?

As of May, the exchange-traded fund industry has created 4,602 ETFs with 9,764 listings and assets of $2.996 billion from 247 providers on 63 exchanges.

Layoffs hit Pimco, GMO as assets shrink amid flight from active management
EQUITIES JUN 21, 2016
Layoffs hit Pimco, GMO as assets shrink amid flight from active management

The departures include top managers and the closure of some funds.

EQUITIES JUN 20, 2016
Morningstar brings smart beta into the active-passive debate

<i>Breakfast with Benjamin</i> Morningstar reshuffles the deck in the active-passive debate, expanding the framework to fold in strategic beta.

All eyes on alternative funds at Morningstar Investment Conference
MUTUAL FUNDS JUN 17, 2016
All eyes on alternative funds at Morningstar Investment Conference

Everyone from BlackRock to Vanguard in the alt space

EQUITIES JUN 16, 2016
Collective investment trusts rise in popularity as attractive alternatives to mutual funds

Fiduciaries need to be well versed in these low-cost investment vehicles and how to assess them.

EQUITIES JUN 16, 2016
Pimco issues urgent warning about state of commercial real estate market

Plus: Why Wall Street is avoiding pot investments, where to invest $10k today, and become financially better off by not doing this