Investing

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EQUITIES APR 10, 2016
4 reasons why pulling out of emerging markets doesn't make sense

Why pulling out of emerging markets borders on foolhardy

ETFS APR 10, 2016
Number of mutual fund share classes boggles the mind

Meanwhile, the industry's biggest threat, ETFs, are chugging along offering a single-version product to all investors.

Modern retirement planning means staying aggressive
EQUITIES APR 08, 2016
Modern retirement planning means staying aggressive

Plus: Advisers speak out on DOL rule, the inflows continue for equity ETFs, and big banks strive to look small to regulators

Investors still looking for ways to bridge the gap between stocks and bonds
EQUITIES APR 08, 2016
Investors still looking for ways to bridge the gap between stocks and bonds

Legg Mason investor survey shows tremendous pressure on stock performance, a need for safer income-generating investments.

For robo-advisers, the next bear market will be a big test
RIAS APR 07, 2016
For robo-advisers, the next bear market will be a big test

Robo-advisers might have more reasons to be worried about the next bear market than investors do.

Blackstone to shut mutual fund after Fidelity pulls out
MUTUAL FUNDS APR 07, 2016
Blackstone to shut mutual fund after Fidelity pulls out

The mutual fund, which allocates money to hedge fund managers, will be liquidated by May 31, after the fund had fallen 4.1% this year.

PRACTICE MANAGEMENT APR 07, 2016
President Obama's SEC nominees are being held up by fellow Democrats

Plus: The downside of $15 minimum wage, testing your finance knowledge against NFL players, and keeping ID thieves in check

SunEdison's hard lesson for renewable-energy investors
EQUITIES APR 07, 2016
SunEdison's hard lesson for renewable-energy investors

<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.

Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it
ALTERNATIVES APR 06, 2016
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it

Regulator said he failed to tell Native American tribe about fees.

SEC Investor Advisory Committee calls for better mutual fund fee disclosure
PRACTICE MANAGEMENT APR 05, 2016
SEC Investor Advisory Committee calls for better mutual fund fee disclosure

Group's recommendations include showing fees in dollar amounts on customer account statements.

ETFS APR 05, 2016
DOL rule silver lining? It may trigger a shift of $1 trillion to ETFs

Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.

Stock buyback plans do little for long-term investors
EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

Pimco: Bill Gross warned he'd lose $200M bonus for quitting
MUTUAL FUNDS APR 04, 2016
Pimco: Bill Gross warned he'd lose $200M bonus for quitting

Firm responds in suit saying CEO and counsel warned co-founder

The time for emerging markets is now — if you can stand it
ALTERNATIVES APR 04, 2016
The time for emerging markets is now — if you can stand it

Stocks are cheap, but clients should know what they are getting into.

Seeing renewable energy through rose-colored glasses
EQUITIES MAR 31, 2016
Seeing renewable energy through rose-colored glasses

Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food

EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

FIXED INCOME MAR 31, 2016
El-Erian: What the Fed will and won't do

Here are four things Fed officials are likely to do and not do this week, according to Mohamed El-Erian, the chief economic adviser at Allianz.

Fidelity offers to help employees pay off student loans
MUTUAL FUNDS MAR 30, 2016
Fidelity offers to help employees pay off student loans

Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.

MUTUAL FUNDS MAR 29, 2016
Little-known Peru ETF on top of the world, thanks to gold

The iShares MSCI All Peru Capped ETF (EPU) is up 30% on the year, making it the best-performing single country ETF of all 196 such funds in existence

EQUITIES MAR 29, 2016
Gold's best quarter in decades bodes well for the commodity

<i>Breakfast with Benjamin</i> Even after its best quarterly performance in nearly 30 years, gold could still have some upside to go.