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  1. Articles

    Upstart platform attracts advisory firms with access to alts and capital

    Trading debt and equity for a distribution relationship may not be right for all advisers.

  2. Articles

    More buyers than sellers in the bond market means yields will remain low in 2015

    JPMorgan estimates global demand will outstrip supply by roughly $400 billion.

  1. Articles

    Vanguard files for 'ultra' short-term bond fund

    The Vanguard Group Inc. filed a registration statement today with the Securities and Exchange Commission for its Ultra-Short-Term Bond Fund, which is expected to be available in the first quarter of 2015.“The fund had been under consideration for some time and it’s basically intended to round out

  2. Articles

    Some broker-dealers resume selling Schorsch-related REITs

    RCS Capital Corp. says it is regaining the confidence of IBDs, with firms reinstating 51 nontraded REIT selling agreements.

  3. Articles

    Global buying binge pumps more air into the bond market run

    Start your week with Breakfast with Benjamin, featuring a global bond market mismatch that now has demand far outstripping supply. Plus: Loading up on stocks after retirement, how Larry Summers got it wrong, and new liquid alts players breaks it down for investors and advisers.

  4. Articles

    Morningstar founder Joe Mansueto still dreams big

    Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?

  5. Articles

    New managed volatility funds aim to protect client portfolios from market swings

    Value in managed volatility comes from potentially getting equity-like exposure with similar returns, lower volatility and better downside performance

  6. Articles

    SEC's Daniel Gallagher questions need to revise accredited-investor standard

    Commissioner says that the private market is working just fine and that the effort to revise the accredited-investor standard is a waste of time.

  7. Articles

    Retirement plan sponsors want more from advisers

    A desire for greater expertise was cited as the primary reason for switching advice providers, says Fidelity survey

  8. Articles

    Why the IRS is toothless in the fight against supersized IRAs

    On Thursday's Breakfast with Benjamin menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'

  9. Articles

    Fidelity researchers dive into virtual reality with StockCity

    Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.

  10. Articles

    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

  11. Articles

    Despite Steven A. Cohen's investment, RCAP shares face short-term hurdles

    Hedge fund giant Steven A. Cohen boosting his ownership of shares in RCS Capital Corp. is a positive sign for the company, known by its ticker RCAP, but the stock still faces hurdles in the near term, one investor said.“I think there is a ton of potential” for RCS Capital, said David Millican,

  12. Articles

    Federal Reserve's next move might not be until 2016

    Tuesday Breakfast with Benjamin: Why the Fed's first interest rate hike could be pushed off even further. Plus: What happens when all asset classes stand still, cutting into timber investments, and a Goldman hedge fund swings and misses on interest rates

  13. Articles

    Robo advice meets alternative investments

    New platform aspires to be an alternatives outsource for financial advisers.