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As oil prices fall, investment opportunities emerge
For most people, the dramatic drop in oil prices over the past few months has been welcomed in the form of cheaper gasoline prices. But for investors, the story is less clear.Beyond the obvious pain felt by energy producers as the price of oil drops closer to a production break-even point, there
Robo advice meets alternative investments
New platform aspires to be an alternatives outsource for financial advisers.
Financial advisers take note: Smart money is already hedging against inflation
Just because inflation is still a mere blip on the economic radar screen is no reason to ignore the potential threat to investment portfolios. That's the message that institutional investors are delivering.Maybe it's time for financial advisers to start following suit.Quietly, but diligently,
Advisers who sold MainStay Marketfield a fickle bunch
MainStay Marketfield, the blockbuster long/short equity liquid alt fund, was a darling at the wirehouses, but when its performance dragged, the outflows came quick and heavy.
Morningstar's latest Pimco remarks spark catty comments
On Thursday's Breakfast with Benjamin menu: A string of catty comments accompany a Morningstar talk-up of Pimco's outlook. Plus, what municipal bond investors can learn from Detroit and Stockton, avoid getting sucked in by the market's latest winning streak, and much more.
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet
Breakfast with Benjamin - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.
Morningstar releases new 529 college savings plan ratings
The college year now in full swing, Morningstar Inc. has released its ratings of top Section 529 savings plans based on expected risk-adjusted performance into the future. With total assets in the savings vehicles reaching $214 billion as of Sept. 30, up 18% from last year, advisers are taking ...
Pimco flagship Total Return Fund loses top Morningstar rating
Research firm cites 'uncertainty regarding outflows' and shuffled management as the reasons for downgrading Pimco's flagship fund.
Morningstar takes new approach to 'smart' ETFs
Make-or-break firm classification system gives fund managers more insight into fast-growing funds.
What last week's junk bond selloff means for stocks
Today's Breakfast with Benjamin looks at the impact of the junk bond selloff, Morningstar's approach to nontraditional bond funds, how higher rates will ripple across the economy, and much more.
Junk-bond investors are jumping ship
Breakfast with Benjamin: 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.
Investors bracing for a wild second half of 2014
Breakfast with Benjamin: Buckling up for a rocky second half. Plus: Companies tweak bylaws to tamp down shareholder lawsuits, Morningstar settles software piracy case, JPMorgan embraces smart-beta investing, and buying beer stocks when it's hot outside.
Morningstar settles software piracy case
Morningstar reached an agreement with Business Logic, which had filed an intellectual property lawsuit against the research firm.
Morningstar goes to trial in intellectual property lawsuit
Business Logic Corp., a managed accounts software firm, is suing Morningstar Inc., claiming the company illegally replicated some of its software
IRI hires Morningstar annuity executive
The new addition is aimed at bolstering the firm's resources to help advisers with retirement income strategies/