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Wealthy investors dumping cash and equities, buying alternatives
High-net-worth investors — often considered a bellwether for retail investors — are upping exposure to alternative investments, primarily at the expense of cash and equities. A majority of affluent investors, about 60%, that already have alternatives increased their exposure in the last year and
Investors not buying gold bounce despite Ukraine tension
The yellow metal is back in the spotlight, but strategists say that despite Ukraine tension, a long-term comeback is not in the cards. Plus: Ukraine worries sink stocks.
Pioneer forges ahead with liquid alternative mutual funds
Strategies designed to eliminate interest rate risk or even benefit from rising rates.
Bull market lifts average 401(k) balance above $89K
Breakfast with Benjamin: The average 401(k) balance tops $89K. Plus: Comcast buying Time Warner, Fink likes emerging markets while Buffet shuns Graham Holdings, California drought hits agriculture stocks, and the ultimate smart car.
Janet Yellen takes the helm (and the heat) at the Fed
Breakfast with Benjamin: Janet Yellen takes the helm (and the heat). Plus, data breach at Barclays, Pimco's guide to reducing volatility, investing when you're really scared, and investing when you're in love.
Merger of Nicholas Schorsch's American Realty Capital Properties and Cole Real Estate Investments closes
Combined company is the largest publicly traded net-lease REIT, with value of $21.5B
All eyes on the jobs report as investors pull money from stocks
Friday's menu: All eyes on the jobs report as investors pull cash from stocks, what the frigid winter in the U.S. could wreak, what is Apple up to (aside from buying back its stock) and at long last, the Winter Olympics in Sochi begin.
New iShares ETFs let investors bet on developed markets while skirting currency risk
Offerings are attractive because the U.S. dollar is expected to rise against other currencies as the Fed tapers bond-buying program, eventually pushing up interest rates.
It's back! Market volatility sets advisers' defensive plans in motion
The recent spike in stock market volatility has put the financial advice community into scramble mode, with many advisers fielding calls from nervous clients while embracing defensive investment strategies.
New online platform looks to challenge RIA custodians
Motif launches platform for advisers to ease, speed portfolio re-balancing.
Dennis Stattman's 25-year balancing act
Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance.
Using derivatives even when they hurt society
Breakfast with Benjamin: Dr. Doom gets even doomier, using derivatives even when they hurt society, more sluggish economic growth, cashing in on video surveillance, and the pros and cons of free airport Wi-Fi.
How to connect with the fastest-growing client demographic
Show respect for values, explain 'good' debt and accept that Hispanics don't put much emphasis on retirement.
More bad news for gold
Today's Breakfast with Benjamin: If rates rise, gold won't. Plus: Warren Buffett's $1B tease, a new twist on stock valuations, bitcoin marches on, another solar energy push and, what's good about hoping for a flat market.
In a class by himself, Fidelity fund manager William Danoff keeps performance humming
Contrafund manager tops S&P 500 (and his peers) over just about every time period
Explore your opportunities and be informed for your next move.
February 27, 2014