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Long/short equity, event-driven liquid alt funds top stocks in first half
Flows turn mixed but overall universe expected to grow by 5% this year to about $495 billion.
Puerto Rico's default could ripple through average Americans' portfolios
Breakfast with Benjamin: Puerto Rico has missed a debt payment. How will the fallout be felt by average Americans?
Climate change could impact client portfolios
Advisers need to address environmental issues and how they will affect investments
Retirement accounts are hitting new highs, which is good news for advisers
Breakfast with Benjamin: Investors are really starting to sock money away for retirement, which is good news for advisers.
It's time to take a close look at your bond portfolio
Breakfast with Benjamin We all know a rate hike is coming, and ignoring it is not a plan — so the time is now to look at bond allocations.
Morgan Stanley ordered to pay $2.4M arbitration award over former broker's trades
Broker Steven Mark Wyatt was accused of unauthorized and excessive stock-market trading during and after the 2008 financial crisis.
Rarity and star value help some collectibles outperform stocks and bonds
From movie posters and Hermes Birkin handbags to Apple 1 computers and Nobel Prize medals, these alternative investments score big.
A better way to get China exposure
Breakfast with Benjamin: Investing in China stocks is a scary proposition right now but there's an ETF that uses a smart approach. It's down, but not like the Shanghai market.
SEC denies active ETF proposal as NextShares launches salvo against competitors
Eaton Vance looks to win the "VHS/Betamax war" for the future of actively managed investments.
Health care creates a bright spot for beleaguered stock-pickers
Sector funds give specialist managers an opportunity to shine during a long bull market.
Donald Trump's investment portfolio a messy hodgepodge: advisers
Advisers say the presidential hopeful and real estate mogul's investments reveal a scattered approach to money management. (See the top five fund companies holding Mr. Trump's money.)
MLPs yield headaches for advisers who bought them for income
Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.
Forget gold, oil could be on its way back to $100
Breakfast with Benjamin: The oil guru who predicted last year's rout said $100-a-barrel crude is likely to return within five years as faltering supply fails to meet demand.
9 things companies do during earnings season that investors hate
Breakfast with Benjamin: Some things companies do during earnings season that can really rub investors the wrong way.
Lynn Tilton, the "Wonder Woman of Wall Street," goes from corporate savior to SEC target
Agency claims private equity maven defrauded investors, breached fiduciary duty. She says action is illegal and she's out to save companies, jobs.