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Activist investor calls for board revamp at New York REIT
ALTERNATIVES OCT 01, 2015
Activist investor calls for board revamp at New York REIT

Jonathan Litt says REIT, once a part of Nicholas Schorsch's real estate empire, suffering from lack of investor confidence due to legacy management structure.

EMERGING MARKETS SEP 30, 2015
Franklin Templeton's Hasenstab says assets are cheap, bets big on emerging markets

Money manager's view contrasts with some big hedge fund managers who see beginnings of bear market

Two Schorsch REITs cancel liquidity events
ALTERNATIVES SEP 30, 2015
Two Schorsch REITs cancel liquidity events

AR Capital points to market turbulence and impending merger with Apollo.

EQUITIES SEP 29, 2015
BlackRock proposes shutting stock market down when volatility spikes

Money manager says total trading halt when a certain number of shares stop trading would give traders time to regroup.

EQUITIES SEP 29, 2015
Hedge fund marketers have independent advisers in their sights

<i>Breakfast with Benjamin</i>: Now that hedge funds have the green light to market their wares, they're zeroing in on independent advisers.

TD Ameritrade weighs charging fund companies on its commission-free ETF platform
RIAS SEP 29, 2015
TD Ameritrade weighs charging fund companies on its commission-free ETF platform

RIA custodian is also &quot;taking a look&quot; at role of Morningstar in selecting funds and considers sharing data on advisers, according to an executive.

Which alternatives ETFs won and lost during the market's bout of volatility
ALTERNATIVES SEP 29, 2015
Which alternatives ETFs won and lost during the market's bout of volatility

The goal of alt funds, which track such things as commodities and hedge fund strategies, is to provide returns that don't move broadly in tandem with stock and bond markets. Here's how they did.

Edward Jones' proprietary funds are outselling nearly all active managers
EQUITIES SEP 29, 2015
Edward Jones' proprietary funds are outselling nearly all active managers

Firm has raised $8.1 billion for its seven Bridge Builder funds this year as it moves money from its fee-based platform.

EQUITIES SEP 28, 2015
Jackson National to offer DoubleLine smart beta fund in VAs

Smart-beta strategies got their latest seal of approval in the form of a $100 million mandate from variable annuity giant Jackson National, which has added the DoubleLine Shiller Enhanced CAPE Fund to its menu of VA investment options.

Biotech beat down weighs on the markets
EQUITIES SEP 28, 2015
Biotech beat down weighs on the markets

<i>Breakfast with Benjamin</i>: The biotech stock bloodbath is starting to look like more than just political bluster.

Guggenheim's fixed-income shop shaping up to be next bond kingdom
ETFS SEP 28, 2015
Guggenheim's fixed-income shop shaping up to be next bond kingdom

Recent fund performance is leaving higher-profile competitors in the dust.

Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally
FIXED INCOME SEP 28, 2015
Gross pushes Fed to lift rates, says Americans 'cooked alive' as central bankers dally

Janus bond manager says market jolt from hike would be fair trade for long-term health

High-frequency traders offer three solutions to solve ETF trouble when volatility spikes
ETFS SEP 25, 2015
High-frequency traders offer three solutions to solve ETF trouble when volatility spikes

Remedies include clarifying rules for canceling trades, loosening short-selling restrictions and protecting small investors by restricting some orders.

Financial advisers get more tools for navigating the liquid alts space
EQUITIES SEP 25, 2015
Financial advisers get more tools for navigating the liquid alts space

Stock market volatility drives up the appetite for alternative strategies.

SEC seeks to prevent damage from runs on mutual funds, ETFs
PRACTICE MANAGEMENT SEP 25, 2015
SEC seeks to prevent damage from runs on mutual funds, ETFs

New liquidity rules would require mutual funds and ETFs to develop risk management programs and allow for 'swing pricing.'

ALTERNATIVES SEP 25, 2015
Why closed-end funds are more appealing during market turmoil

Current valuations and distribution rates mean long-term investors should take notice

ALTERNATIVES SEP 25, 2015
How Nick Schorsch lost his mojo

Nicholas Schorsch made hundreds of millions in real estate, but an accounting scandal devastated his business.

Schwab adds 18 more funds to its commission-free ETF platform
ETFS SEP 25, 2015
Schwab adds 18 more funds to its commission-free ETF platform

Schwab's fund platform is expanding to 198 the number of ETFs that trade without commissions.

The Fed tosses out another teaser that rates could still be hiked this year
EQUITIES SEP 24, 2015
The Fed tosses out another teaser that rates could still be hiked this year

<i>Breakfast with Benjamin</i>: If you can believe it, Janet Yellen is still teasing the markets with the idea of rate hike this year.

Cash rises above stocks and bonds
EQUITIES SEP 23, 2015
Cash rises above stocks and bonds

<i>Breakfast with Benjamin</i>: A flat return for cash is turning out to be the best bet out there, which should send a message to the Fed and the markets.