Investors including OppenheimerFunds and Franklin Resources have convinced a judge that bankruptcy law and the U.S. Constitution should prevail.
<i>Breakfast with Benjamin</i>: Warren Buffett wants President Obama to approve the Keystone pipeline. Plus: Rocky Mountain high tax revenues, ECB puts Greek debt in the doghouse, and institutional investors are bullish and careful.
In an open letter to ARCP, Corvex decries the board's track record and calls for its resignation.
Societe Generale economist says the 'dollar economy' is going the wrong way.
2015 could be the year smart beta converts naysayers, as investors face market head winds that make returns hard to come by. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20150201/SMARTBETA2015" target="_blank">Our full smart beta special report</a>)</b></i>
Advisers crucial to the fund giant's expansion into active management, mutual funds
<i>Breakfast with Benjamin</i>: Retail sales are not supposed to slump when gas prices are low, so where's that money going? Plus: Larry Summers advises the Fed against hiking rates, how to use good food to attract new clients, and rich people get another cool perk just for being rich.
The fund giant has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP.
Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.
Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.
Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.
Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
2015 is shaping up to be a better year for active equity management.
