Analyst forecasts four or five deals a year, up from the one a year pace since the financial crisis.
Shares of companies spending cash on capital, instead of on dividends or buybacks, lag
The Dow Jones U.S. Contrarian Opportunities Index has risen more this year than an equally weighted version of the S&P 500.
As advisers search for yield and new asset classes, PE is making inroads into the retail market
Advisers could help clients by considering an increased allocation to floating-rate bonds.
Stock-and-bond pickers are a side dish served on request in soon-to-come digital advice offering.
Research backs up the old Wall Street adage. So should you start planning your exit from stocks at the end of the month?
With any luck, by the time the market re-opens Monday, the stunningly weak report will be fully absorbed and diluted along with a weekend full of marshmallow bunnies, chocolate eggs and whatever other news develops. But don't bet on it.
SEC Chairwoman Mary Jo White said reforms would “fundamentally change” funds. She was right.
This year, the regulator says it will explore risks associated with increasingly popular alternative investments designed to generate high yields amid low interest rates “as investors are more dependent than ever on their own investments for retirement.”
<i>Breakfast with Benjamin</i>: Would buying one share of Warren Buffett's Berkshire Hathaway be a good savings strategy?
Maintains status as world's biggest bond fund as new managers reverse course set by Gross.
A record 54 companies in the S&P 500 are now at least partially exempt from the corporate income tax, more than twice the number four years ago.
Bill Gross' bet that the dollar's rally won't continue helps his fund post 2.4% returns in the past month.
<i>Breakfast with Benjamin</i>: The data show companies are hiring, but virtually everything else in the economy is falling.
<i>Breakfast with Benjamin</i>: Millennials don't really care about financial advice, which is a boon for robo-advisers, but a bad sign for the advice industry.
Thompson National Properties wants investors to exchange dead-in-the-water high-yield notes for stock, but are they getting a good deal?
<i>Breakfast with Benjamin</i>: The Iran nuke deal could mean even more oil coming into an already flooded market.
The giant nontraded real estate investment trust, with $7.5 billion in total assets at the end of 2014, received a clean bill of health but joined a lawsuit against former business partners.
The risk-management tool is a Catch-22 for fixed income investors who need to think big picture.
