Investing

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EQUITIES MAY 11, 2014
Treasury bonds are already reacting to China's proposed market reforms

Today's <i>Breakfast with Benjamin</i> menu: China moves hit T-bonds. Plus: Navigating a bond portfolio through rising rates, El-Erian says the market outlook is rocky, the price of meat is high and going higher, and math doesn't have to be so darn complicated.

ALTERNATIVES MAY 11, 2014
The rise of interval funds: Mutual funds for alternative investing

Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.

RETIREMENT PLANNING MAY 11, 2014
Too much of a good thing

Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.

ALTERNATIVES MAY 11, 2014
PE giant Carlyle Group is eyeing the retail investor market and liquid alts

<i>Breakfast with Benjamin:</i> Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed

EQUITIES MAY 09, 2014
Week in review: Stocks fall amid tech selloff

Optimism about continued support from the Federal Reserve was not enough to prevent the worst recent decline for the Nasdaq Composite Index. Plus, find out which companies took a beating on first quarter earnings.

ALTERNATIVES MAY 09, 2014
Hedge funds short small caps most since 2004

Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.

Advisers betting heavily on Europe's growth
EMERGING MARKETS MAY 09, 2014
Advisers betting heavily on Europe's growth

The eurozone is finally starting to show signs of growth more than five years after the financial crisis, and financial advisers are betting that there is more good news to come.

ETFS MAY 08, 2014
Supreme Court may weigh in on iShares case

ETF investors say BlackRock keeps too much of the proceeds from securities-lending business.

MUTUAL FUNDS MAY 08, 2014
Fidelity, BlackRock seek to expand dominance in ETFs

Firms set to launch actively managed accounts, a move likely to stoke competition.

ALTERNATIVES MAY 08, 2014
Advisers warming to real assets as stock market volatility picks up

Real estate, REITS and MLPs are increasingly on advisers' radar screen, but a new study finds allocations in just one of five portfolios. Jeff Benjamin explains.

RIAS MAY 08, 2014
E*Trade alumni launch their next big thing

Stock-trading site Kapitall woos investment-shy millennials with its online 'playground.'

ALTERNATIVES MAY 08, 2014
Why invest in North American energy, and why now?

As 2014 opens, the North American energy revolution continues to help our economy and provide compelling investment opportunities across the energy value chain.

EQUITIES MAY 08, 2014
Motif users can play portfolio manager and earn royalties

Startup brokerage planning new online platform for advisers.

RIAS MAY 07, 2014
F-Squared pays $35 million to settle claims it misled investors

SEC says company overstated performance of its flagship ETF over a seven-year period, and it charged the former CEO for making false and misleading statements.

EQUITIES MAY 07, 2014
Junk-bond investors are jumping ship

<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.

EQUITIES MAY 07, 2014
Weak earnings and the dark cloud of Ukraine continue to weigh on European markets

Plus: Alibaba IPO is on track to break records, what U.S. investors will really get when buying Alibaba shares, Goldman offers a leg up to Steven Cohen, and MSNBC apologizes for poor taste on Cinco de Mayo

EQUITIES MAY 07, 2014
Robotics and automation: The next megatrend for investors?

Emerging sector has reached a tipping point, presenting many long-term investment opportunities.

RETIREMENT PLANNING MAY 06, 2014
A case for private equity in DC plans

By addressing four major challenges, advisers can help plan clients gain access to higher returns.

EQUITIES MAY 06, 2014
Obama unleashes secret economic weapon on Russia

On today's <i>Breakfast with Benjamin</i> menu, the latest step the Obama administration is taking to push back against Russia, plus just how much support the Clintons have among Dow Jones Index companies, and much more.

EMERGING MARKETS MAY 06, 2014
Advisers' business booming, but dark clouds looming

Firms lagging in long-term planning, standing out from the crowd and connecting with young investors.