Investing

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EQUITIES APR 01, 2015
The surging dollar could crush unhedged global mutual funds

Simple ways to remove the currency risk are available but advisers need to find — and understand — them.

Pimco Total Return managers reverse course set by Bill Gross
FIXED INCOME APR 01, 2015
Pimco Total Return managers reverse course set by Bill Gross

Scott Mather and team buying government-backed bonds, boosting mortgage allocation to 30% from 20% before Bond King's exit.

ALTERNATIVES MAR 31, 2015
Sales woes at Cole Capital lead to further exodus of talent

Two dozen wholesalers and account executives have left, with the lion's share joining a rival nontraded REIT wholesaler.

EQUITIES MAR 31, 2015
Markets start to fret about higher rates

<i>Breakfast with Benjamin</i>: The first quarter ends with a thud, and now everybody can start worrying about a rate hike.

Calamos Investments' new closed-end fund tries to limit discount to NAV issue
EQUITIES MAR 31, 2015
Calamos Investments' new closed-end fund tries to limit discount to NAV issue

Convertible income fund timed for a rising rate environment.

EQUITIES MAR 31, 2015
The long/short case for investors

Balancing equity risk with capturing decent returns is always difficult and these strategies could help, especially today with liquid alternatives.

FINTECH MAR 31, 2015
Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

Adam Nash says Schwab is straying from its original values to profit from hidden costs.

ALTERNATIVES MAR 31, 2015
Nontraded REIT specialist Inland plans to raise $1 billion for apartment company

Inland Residential Properties Trust Inc. would be the seventh REIT launched by real estate firm.

ETFS MAR 30, 2015
Columbia Threadneedle Investments files with the SEC for NextShares and index funds

Ameriprise Financial's asset management subsidiary signals a desire to significantly expand its presence in the exchange-traded fund market, as well as license Eaton Vance's mutual fund/ETF hybrid structure.

Do-it-yourself bond traders are changing Wall Street
EQUITIES MAR 30, 2015
Do-it-yourself bond traders are changing Wall Street

<i>Breakfast with Benjamin</i>: Do-it-yourself bond traders have become much more than just a nagging headache for Wall Street's big boys.

EQUITIES MAR 30, 2015
March a 'dynamite' period for stocks like Buffalo Wild Wings

Annual college basketball tournament gives boost to restaurants such as Buffalo Wild Wings, beer makers and bars; retail sales for food-service and drinking places rise more in March than rest of the year.

The latest CFA test scores send 56% back to square one
EQUITIES MAR 29, 2015
The latest CFA test scores send 56% back to square one

On today's <i>Breakfast with Benjamin</i>, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.

Rising interest rates to test REIT strength even as investors seek diversification
EQUITIES MAR 27, 2015
Rising interest rates to test REIT strength even as investors seek diversification

Attractive yields aside, real estate investments wrapped in a mutual fund are not bonds.

Stocks end worst week since January as advance stalls
EQUITIES MAR 26, 2015
Stocks end worst week since January as advance stalls

Stocks capped the worst week since January, with the S&amp;P 500 clinging to a ninth straight quarterly advance amid a run of futility not seen in 20 years and the Nasdaq reverses after stalling 10 points shy of its dotcom peak.

ALTERNATIVES MAR 25, 2015
Ready to invest in a bitcoin hedge fund?

New offering has buy-and-hold strategy for the intensely volatile virtual currency.

Stocks are looking more wobbly by the day
EQUITIES MAR 24, 2015
Stocks are looking more wobbly by the day

<i>Breakfast with Benjamin</i>: As the equity markets start to wobble, analysts start to claim they saw it all coming.

Rising rates no cause for alarm: Nuveen's Bob Doll
EQUITIES MAR 24, 2015
Rising rates no cause for alarm: Nuveen's Bob Doll

Fidelity's te Wildt says Fed will hike slowly, warns advisers on unconstrained bond funds.

One-and-done: Does the Fed follow college basketball?
FIXED INCOME MAR 24, 2015
One-and-done: Does the Fed follow college basketball?

The question shouldn't be when will the central bank raise rates, it should be whether it's beginning a long march to higher rates

MUTUAL FUNDS MAR 24, 2015
IndexIQ deal propels MainStay brand into ETFs

Partnership could bring more alternative ETFs to advisers.

ETFS MAR 23, 2015
Virtus drops F-Squared as fund manager

Loss of linchpin backer adds to F-Squared's struggle following admissions it misled investors on performance.