Pension fund began restructuring real estate portfolio in 2010; has 11% target allocation for FY16.
The Federal Reserve decides to hold tight on interest rates, and advisers are reacting accordingly.
Most advisers got involved in managed futures after stocks' poor performance in 2008 but walked right into another poor market environment, this time for managed futures themselves.
On today's <i>Breakfast with Benjamin</i> menu: Low rates around the world is pushing everyone into stocks. Plus: Where to work if you want a big fat 401(k); the German bund flirts with a negative yield; Australia becomes the new junk-bond haven; and how not to be a horrible boss.
SMAs across sectors, ranked by third-quarter returns.
State securities regulators are making noise about implementing changes to policies that would limit how much a client's net worth could be invested in nontraded real estate investment trusts. Those limits would have helped clients in the case of a Louisiana broker who now has a Finra complaint.
Complacency is in the stock market, but sentiment alone does not usually have a direct impact on share prices.
Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.
The industry blames transparency concerns for a lack of active ETFs, but others aren't so sure
The SEC's potential rules to increase disclosure of mutual fund holdings should be applauded.
A correlation between the alternative rock of the '80s and '90s and alternative mutual funds.
iShares fund closures suggests ETFs have a long way to go before they achieve a place in retirement plans.
<i>Breakfast with Benjamin:</i> Biotechs riding high. Plus: Reading into the market's Halloween indicator, J.P. Morgan steps in another MBS mess, Ford looks like a preview of things to come for stocks, and investing like rich folks, even if you aren't rich yet.
Short-term pullback may have already come and gone while intermediate and long-term prospects remain sound.
Many value and dividend index funds make a big bet on tech giant's “smartwatch”
Pacific Investment Management Co.'s Bill Gross says insufficient credit creation, with economic growth of only about 2%, puts the U.S. expansion in jeopardy.
Investors starting to avoid companies that will suffer the most when the market stumbles.
