Investing

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Abandoning alternative investments at this point is based on twisted logic
EQUITIES JUN 18, 2015
Abandoning alternative investments at this point is based on twisted logic

Just because your house hasn't burned down yet doesn't mean you can skip insurance.

SEC member Stein calls for scrutiny of alternative mutual funds and ETFs
PRACTICE MANAGEMENT JUN 18, 2015
SEC member Stein calls for scrutiny of alternative mutual funds and ETFs

Kara Stein says mutual funds and ETFs that use complex, illiquid strategies 'operate in a gray area'

ETFS JUN 18, 2015
Money managers like Jeffrey Gundlach scramble to jump into ETFs

Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &amp;mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015&quot;" target="&quot;_blank&quot;" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>

EQUITIES JUN 17, 2015
Guns, booze, cigs and sin: The Vice Fund has changed its name, but not its investment philosophy

Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&amp;P 500.

EQUITIES JUN 17, 2015
F-Squared files for bankruptcy

Filing caps rise-and-fall story of an ETF manager popular with financial advisers. Broadmeadow Capital has agreed to acquire F-Squared's intellectual property, investment strategies and other assets.

Private-equity investing made easy for financial advisers
ALTERNATIVES JUN 17, 2015
Private-equity investing made easy for financial advisers

Due diligence and connectivity is expected to expand the market of PE investors

Bob Doll is betting consumer spending will fuel the economy through December
EQUITIES JUN 17, 2015
Bob Doll is betting consumer spending will fuel the economy through December

<i>Breakfast with Benjamin</i>: Thanks to energy savings and signs of wage increases, Nuveen's chief equity strategist banks on consumers stepping up.

With Saudi Arabian stock market open, exchange-traded funds aren't far behind
EMERGING MARKETS JUN 17, 2015
With Saudi Arabian stock market open, exchange-traded funds aren't far behind

The earliest access point will most likely be through inclusion in the MSCI Emerging Markets Index, according to one expert.

EQUITIES JUN 17, 2015
F-Squared's assets down 33%; settlement fails to stanch outflows

Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.

ETFS JUN 17, 2015
Legislation would allow B-Ds to publish ETF research without fear of breaking securities laws

Bill proposed by former broker passes key committee, would raise competition with Morningstar.

Blackstone and BlackRock are starting to cross over into each other's bread and butter
EQUITIES JUN 16, 2015
Blackstone and BlackRock are starting to cross over into each other's bread and butter

Steve Schwarzman and Larry Fink, once partners, now vie for Wall Street dominance atop their wildly successful firms.

Why this is an exceptional time to be investing in Europe
EQUITIES JUN 16, 2015
Why this is an exceptional time to be investing in Europe

Confluence of events make European companies extremely appealing for investors

Schwab announces money market fund updates in light of SEC's reform
MUTUAL FUNDS JUN 16, 2015
Schwab announces money market fund updates in light of SEC's reform

Firm joins slate of other managers adjusting retail and institutional money market funds to meet the new regulations borne out of financial crisis.

Advisers' crucial role in constructing smarter portfolios to combat volatility
EQUITIES JUN 15, 2015
Advisers' crucial role in constructing smarter portfolios to combat volatility

Vital that investors understand the expanded tool set now available to handle market swings

There's a bubble in tech stocks that looks familiar
EQUITIES JUN 15, 2015
There's a bubble in tech stocks that looks familiar

The bubble of our time is in stocks at the convergence of technology, online marketing, and media including social media. AKA: Web 2.0.

Losing edge in ETFs, State Street turns to hedge funds
ALTERNATIVES JUN 15, 2015
Losing edge in ETFs, State Street turns to hedge funds

Firm is expanding hedge funds and alternative investment strategies that can be offered to individual investors, Ronald O'Hanley, the new chief of the the $2.45 trillion State Street Global Advisors.

MetLife files suit to fight 'too big to fail' status
EQUITIES JUN 15, 2015
MetLife files suit to fight 'too big to fail' status

<i>Breakfast with Benjamin</i>: The firm files suit against the Financial Stability Oversight Council, charging them with acting as 'judge, jury and executioner.'

MUTUAL FUNDS JUN 15, 2015
Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

Why it doesn't make sense to let clients borrow from their 401(k) plans
RETIREMENT PLANNING JUN 15, 2015
Why it doesn't make sense to let clients borrow from their 401(k) plans

<b>Breakfast with Benjamin:</b> Most Americans aren't sitting on 401(k) balances that they can afford to skim, yet an estimated 26% have loans outstanding.

Vanguard's China play ups the ante for industry
EQUITIES JUN 15, 2015
Vanguard's China play ups the ante for industry

Other fund companies may find it difficult to match Vanguard's promise of access to a hot market.