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Hedge fund performance continues to disappoint
'Alternative' funds come with the same disadvantages hedge funds have: high fees, inconsistent performance and strategies that take a PhD to decipher.
John Hancock pushes for liquid alts in retirement plans
Breakfast with Benjamin:Shopping season bodes well for stocks. Plus: John Hancock pushes for liquid alts in retirement plans; being thankful for seasonal market timing; and learning to fly drones for fun and profit
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.
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.
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
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.
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.
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?
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
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.
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
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.'
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.
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
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,