Investing

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EMERGING MARKETS FEB 24, 2016
Emerging market debt is starting to look like a sweet deal

<i>Breakfast with Benjamin</i> Franklin Templeton and BlackRock are each making the case for a move into emerging market debt.

ETFs expose high-yield divide
MUTUAL FUNDS FEB 24, 2016
ETFs expose high-yield divide

An odd thing happened on the way to last year's credit selloff: The market for risky debt broke into pieces, with some pieces becoming toxic and others remaining relatively in favor.

Keeping mutual fund cash in perspective
EQUITIES FEB 24, 2016
Keeping mutual fund cash in perspective

Most fund managers want to stay fully invested.

How to handle return-hungry clients' portfolios during upticks in volatility
EQUITIES FEB 24, 2016
How to handle return-hungry clients' portfolios during upticks in volatility

Help keep clients invested for the long term, allaying real fears that their money &amp;mdash; and dreams &amp;mdash; may disappear.

Why Vanguard is about to engulf the financial planning industry
FINTECH FEB 24, 2016
Why Vanguard is about to engulf the financial planning industry

Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.

MUTUAL FUNDS FEB 23, 2016
Top fund managers can't catch a break

Some very well-known mutual fund managers are having years that they probably would rather forget.

Money manager's mea culpa cost him nearly $1 million
MUTUAL FUNDS FEB 21, 2016
Money manager's mea culpa cost him nearly $1 million

Francis Chou returns fees to money-losing Opportunity Fund

BlackRock: Bond investors are underestimating Fed
EQUITIES FEB 21, 2016
BlackRock: Bond investors are underestimating Fed

The world's biggest money manager is warning bond investors they're not prepared for the Federal Reserve to raise interest rates.

EQUITIES FEB 21, 2016
Distinguishing tax efficiency from after-tax returns

<i>Breakfast with Benjamin</i> When it comes to mutual funds, it's important to understand the difference between tax efficiency and after-tax returns.

MUTUAL FUNDS FEB 19, 2016
How the U.S. government inadvertently launched the ETF industry

But for all their charm, ETFs are an increasing concern to regulators

Why 2016 could be the year of multifactor ETFs
ETFS FEB 19, 2016
Why 2016 could be the year of multifactor ETFs

Advisers should assess multifactor ETF options with the due diligence they would apply to an active mutual fund manager.

Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark
ALTERNATIVES FEB 18, 2016
Aequitas Capital alts platform implodes, while investors and advisers are kept in the dark

<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.

FIXED INCOME FEB 18, 2016
Junk-bond liquidity is nearing a tipping point

<i>Breakfast with Benjamin</i> In case you've forgotten, the junk-bond market is still in shambles.

Dislocations give alt funds a chance to shine
EQUITIES FEB 18, 2016
Dislocations give alt funds a chance to shine

Dislocation among sectors, industries and securities, creates the perfect environment for alternative strategies.

ALTERNATIVES FEB 18, 2016
Tumultuous stock market puts spotlight on liquid alternative mutual funds

How are these funds performing? At first blush, not that badly

Putting ETF liquidity concerns in perspective
EQUITIES FEB 18, 2016
Putting ETF liquidity concerns in perspective

<i>Breakfast with Benjamin</i> The lessons that were learned from the August 24th flash crash.

Texas REIT provides new details on charges that it is the victim of short sellers
ALTERNATIVES FEB 18, 2016
Texas REIT provides new details on charges that it is the victim of short sellers

In SEC filing, Texas REIT United Development Funding IV claims a smear campaign has been mounted to drive down the price of its stock.

Some funds are just plain contrary
MUTUAL FUNDS FEB 17, 2016
Some funds are just plain contrary

You may think you're a contrarian &amp;mdash; a fearless thinker who goes against the herd on the Street. But it's much harder being one than you might think. At least, that's the message from the few stock funds that carry the word &#8220;contrarian&#8221; in their names.

EQUITIES FEB 16, 2016
Fed minutes, oil drive stocks higher

<i>Breakfast with Benjamin</i> Renewed strength for oil and some candid comments from the Fed stoke the biggest three-day gain since August.

Wells Fargo sees U.S. election year hurting equities
RIAS FEB 16, 2016
Wells Fargo sees U.S. election year hurting equities

Investors should brace for a tough year in U.S. equities as a presidential race dominated by political outsiders will only compound market anxiety over slumping oil and a slowing global economy, according to Wells Fargo &amp; Co.