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  1. Articles

    Money managers to redraw battle plans after SEC nixes batch of nontransparent ETFs

    In a preliminary decision, the Securities and Exchange Commission has rejected applications for nontransparent ETFs from BlackRock, Inc. and Precidian Investments, determining that the proposals are not in the public interest.

  2. Articles

    The Fed struts its market-timing skills to inject a sense of calm

    Breakfast with Benjamin: The Fed tries to inject a sense of calm in the market, Mohamed El-Erian passes on Pimco, all economists get it wrong, a global currency war is unfolding before our eyes, and more.

  1. Articles

    Are online investors actually panicking at the sight of market volatility?

    Covestor sees investors tinkering around the edges of their allocations, but not much actual fear

  2. Articles

    The bitter economic costs of cheap oil

    Breakfast with Benjamin: The bitter economic costs of cheap oil, plus notes on taking advantage of the rising dollar, avoiding bond funds like the plague, and running toward market volatility.

  3. Articles

    How are REIT dividends taxed?

    My recent column talked about companies lowering their overall tax burden by spinning off or be¬coming REITs that pay no corporate level of tax. Readers have asked if these real estate investment trusts pay qualifying dividends or are REIT investors taxed like MLP investors. The answers might

  4. Articles

    Who should be accredited these days?

    Time the SEC revamped the accredited investor definition in a way that broadens the potential pool of investors and strengthens verification that they qualify.

  5. Articles

    Mutual fund industry enjoying a burst of wheeling and dealing

    Five years after the last bout of mutual fund merger mania, the lesson remains: Grow, and then grow some more.

  6. Articles

    The regulatory hits keep coming for LPL Financial

    The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients

  7. Articles

    Market volatility gives liquid alts first real test

    One upside to the stock market carnage of the past week or two is that the wildly popular alternative-strategy mutual funds, better known as liquid alts, have finally been tested on the open road.

  8. Articles

    Fattened by the Federal Reserve, the markets want more

    Breakfast with Benjamin: Fresh talk of extending QE is a sign that the markets just want more. Plus, gold shines bright among the carnage, learning to love leverage, and more.

  9. Articles

    Schorsch empire strikes back on perception of illiquid investments

    Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.

  10. Articles

    Reps selling nontraded REITs could be swimming in liquidity

    Up to $13.6 billion in fresh equity expected to flow from listings, mergers and special distributions.

  11. Articles

    Cliff Asness says market volatility is a good reason to diversify

    The recent jolt in market volatility should be viewed as a return to normal, but that means it can get worse from here, according to Cliff Asness, founder, managing principal and chief investment officer at AQR Capital Management. Speaking Thursday in Chicago at the Investment News Alternative

  12. Articles

    How to explain alternative investments to clients

    Talking clients through the complexities of alternative investments requires simplicity and a focus on function.

  13. Articles

    Markets in a 'bad mood' as S&P 500 gives back year's gains

    Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.