Investing

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Fidelity records massive profit, despite fund outflows
RIAS FEB 23, 2015
Fidelity records massive profit, despite fund outflows

Boston mutual fund and brokerage giant increased its earnings by 29% last year despite surging investor redemptions of its mutual funds.

Pimco, J.P. Morgan build out smart beta franchises as sector heats up
ALTERNATIVES FEB 23, 2015
Pimco, J.P. Morgan build out smart beta franchises as sector heats up

Massive investment firms look to tackle a growing theme in fund management.

To improve portfolio diversification, look to technology
EQUITIES FEB 22, 2015
To improve portfolio diversification, look to technology

Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.

Getting smarter investors to move beyond an “offense-only” approach
EQUITIES FEB 22, 2015
Getting smarter investors to move beyond an “offense-only” approach

Most respondents in new survey say they have a financial plan, on the right track but their confidence may be misplaced.

Legg Mason snags two top executives from Vanguard for ETF push
ETFS FEB 21, 2015
Legg Mason snags two top executives from Vanguard for ETF push

Baltimore-based mutual fund manager takes big step toward a popular product.

William Kahane replaces Nick Schorsch at American Realty Capital Global Trust
ALTERNATIVES FEB 20, 2015
William Kahane replaces Nick Schorsch at American Realty Capital Global Trust

New executive chairman at REIT is longtime investment partner.

Former compliance officer sues Cabot Lodge owner
ALTERNATIVES FEB 20, 2015
Former compliance officer sues Cabot Lodge owner

Jacob Frydman is focus of complaint that alleges plaintiff was fired for reporting 'certain improprieties' to Finra.

Janus unconstrained fund attracts least net new money since Bill Gross took over
FIXED INCOME FEB 20, 2015
Janus unconstrained fund attracts least net new money since Bill Gross took over

Investors may be taking a wait-and-see approach to the fund, which received an estimated $85.6 million in January.

ALTERNATIVES FEB 20, 2015
SEC's Daniel Gallagher questions need to revise accredited-investor standard

Commissioner says that the private market is working just fine and that the effort to revise the accredited-investor standard is a waste of time.

Oil finds the sweet spot for debate over how, or if, to invest
ALTERNATIVES FEB 19, 2015
Oil finds the sweet spot for debate over how, or if, to invest

Buy low now vs. waiting a year and hoping for the best from the commodity.

Here's how stocks will react to rising interest rates
EQUITIES FEB 19, 2015
Here's how stocks will react to rising interest rates

For investors worried about how stocks will react to rising interest rates, last week's trading may provide some guidance. To wit: Following the biggest one-week jump in 10-year Treasury yields in more than a year, investors are selling the highest-yielding companies in the S&P 500.

ETF outdoes hedge funds in the M&A game
EQUITIES FEB 18, 2015
ETF outdoes hedge funds in the M&A game

In trying to capitalize on the news of mergers and acquisitions, hedge funds are being outdone by an exchange-traded fund clone.

Investors can control volatility, but the tools are not for novices
ALTERNATIVES FEB 18, 2015
Investors can control volatility, but the tools are not for novices

Options and products using options, such as structured notes, can provide a defined level of control in equity investments.

RIAS FEB 18, 2015
The bottom for oil prices isn't even in sight yet

<i>Breakfast with Benjamin</i>: Supply and demand math could mean $10 oil. Plus: Eric Holder takes a parting shot at Wall Street, SEC filings show how hedge funds did and didn't navigate the markets, and it's hard to bet against sin stocks.

Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop
EQUITIES FEB 18, 2015
Bargain hunter Klarman finds opportunity in energy stocks as oil prices drop

Money manager Seth Klarman identified opportunities last year in energy after oil prices plunged. But with bargains drying up, the $28.5 billion Baupost Group's cash balances grew and the bargain hunter challenged the Fed's easy money policy.

REITs fall hard as investors fear rising interest rates
ALTERNATIVES FEB 18, 2015
REITs fall hard as investors fear rising interest rates

Real estate investment trusts fell the most since September after a strong employment report renewed speculation that the Federal Reserve will boost interest rates in the first half of this year.

Global bankers are painting the Fed into a corner
EQUITIES FEB 18, 2015
Global bankers are painting the Fed into a corner

<i>Breakfast with Benjamin</i> features the Federal Reserve being caught between a rock and a hard place on rate hikes. Plus: Greeks vote to kick the can down the road, Obama's tax grab looks like a blueprint for the future, and a billionaire tells Americans to spend less money

Some RIAs cautious of using alts, despite industry buzz
RIAS FEB 17, 2015
Some RIAs cautious of using alts, despite industry buzz

A typically conservative group, some advisers are holding back even as demand picks up.

EQUITIES FEB 17, 2015
BDCs' juicy yields attracting a lot of insider buying

Though high yielding, companies undervalued and have upside to dividends and share prices.

American Realty Capital Properties hit by lawsuit from institutional investors
ALTERNATIVES FEB 17, 2015
American Realty Capital Properties hit by lawsuit from institutional investors

New York City Retirement Systems, TIAA-CREF join group of investors alleging ARCP misrepresented the company's business, &quot;engaged in a scheme to deceive the market and a course of conduct that artificially inflated prices of American Realty securities.&#8221;