1. All
  2. Articles
  3. White Papers

Watch breaking news videos and read news updates about Investments on

  1. Articles

    As market volatility spikes, investors plan to lift allocation to alternatives: Survey

    Pensco study finds SEC's crowdfunding rule likely to draw investors to more private equity-like vehicles.

  2. Articles

    As robo-advice spreads, so should the caution warnings

    Breakfast with Benjamin: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.

  1. Articles

    Alternative investments combined with fee-based services are changing the investing world

    Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.

  2. Articles

    Shakeup in senior management of AR Capital products

    President of BDCA, company at center of Galvin complaint, is removed; others step down

  3. Articles

    Fidelity offers service to combat elder financial abuse

    The firm's clearing and custody division is partnering with EverSafe to help advisers protect senior clients from fraud.

  4. Articles

    S&P's global financial literacy test is out

    Breakfast with Benjamin: S&P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?

  5. Articles

    Fidelity, Schwab to halt AR Capital sales

    Firms pull the plug after Massachusetts charges RCS Capital with fraudulently rounding up proxy votes to support real estate deals sponsored by AR Capital.

  6. Articles

    Gold goes on a safe-haven rally in the wake of Paris attacks

    Breakfast with Benjamin: Gold jumps, with futures up more than 1% even as riskier assets like stocks find reasons to rally.

  7. Articles

    AR Capital to stop creating new nontraded REITs, close existing programs to new investors

    In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.

  8. Articles

    Crowdfunding platform borrows a page from private equity

    New fund offers 11% yield, no fees, two-year lock-up to accredited investors, but it's risky.

  9. Articles

    SEC's Mary Jo White rips bill to ease restrictions on BDCs

    Despite SEC chairwoman's concerns over leverage and impact on individual investors, backers hope legislation will pass because of bipartisan support.

  10. Articles

    Calpers makes another move away from pricey investments by trimming real estate exposure

    Breakfast with Benjamin: Nation's largest public pension fund trims its real estate holdings with a $3B sale.

  11. Articles

    What advisers need to know about peer-to-peer lending

    Before clients start asking, know the basics about this income generating investment.

  12. Articles

    The apolitical Fed is becoming a political target

    Breakfast with Benjamin: Even though it's designed and expected to be apolitical, the Federal Reserve is becoming a popular target of political attacks.

  13. Articles

    The endless and irrelevant financial woes of presidential candidates

    Breakfast with Benjamin: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.