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  1. 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.

  2. Articles

    Mutual fund industry enjoying a burst of wheeling and dealing

    5 years after last mutual fund merger mania, the lesson remains: Grow, and grow some more

  1. 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

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

  7. Articles

    How to explain alternative investments to clients

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

  8. 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.

  9. Articles

    New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'

    Abigail Johnson, successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers.

  10. Articles

    Buckle up for more volatility

    Breakfast with Benjamin today features: More market volatility on the way and not just for stocks. Plus: Consumers' bad attitudes, Fed chief Janet Yellen's first big test, and more.

  11. Articles

    When in doubt, follow the bond market's lead

    Breakfast with Benjamin: When in doubt, follow bonds' lead. Plus: Consumer spending to the rescue, Johnson replaces Johnson at Fidelity, and more.

  12. Articles

    Public pensions put Pimco on watch after Gross exit

    Fund managers looking for signs of stability at both Pimco and Janus following dramatic move.

  13. Articles

    Alternatives: A key piece of the investment puzzle

    The case for traditional long-only allocations to stocks and bonds is getting weaker by the day, increasing the importance of finding a way to fit alternatives into client portfolios.