Murray Coleman on Muck Rack

Murray Coleman Verified

San Francisco
Reporter, Financial Advisor IQ — Financial Times Jones Funds Columnist

Advisers Warn Against 401(k) Loans — Investors are racking up billions of dollars in defaults on loans taken from their 401(k) plans, ignoring warnings from financial advisers they're incurring needless tax hits and endangering their retirement nest eggs. At the same time, participants in 401(k) plans have been taking out more loans against their accounts since the start of the financial crisis, according to one recent industry study.

Japan Recovery to Continue, But Not Like Last Year — Corporate earnings growth in Japan isn't likely to reach the levels it did last year - when profit soared by a hefty 55% - but that hasn't stopped many investment advisers from predicting a continued rebound for the world's third-biggest economy.

Advisers Bet Japan Stocks Will Keep Rising — Investors in Japan stock funds are betting last year's strong run will continue, but the recent selloff is warning advisers to expect more turbulence and less certainty in the world's third-biggest economy. "As corporate earnings come down to earth, so should expectations for Japanese equities," says Toru Ibayashi, head of research in Japan for UBS AG's wealth-management group.

ETFs Gain Ground on Index Mutual Funds — Ron Vinder used to buy funds run by star managers who seemed to have the Midas touch in picking stocks. After 2008's global financial crisis, the New York-based financial adviser decided to make a change. Now, he uses exchange-traded funds. Like cousin index mutual funds, ETFs are built to mimic a benchmark, making them much less expensive to...

Study Finds Cash Not Always King When Saving for Emergencies — The common way to make sure that you have enough in savings to cover emergency expenses is to stash cash in a safe place that isn't subject to turbulent stock markets. But a group of financial-planning experts from several different colleges recently got together to look at how much investors might be giving up in terms of potential long-term returns by sticking with cash.

Time to Invest the Emergency Savings? — For years, advisers have been suggesting to their affluent investors that the best way to guard against emergencies is by stashing cash in reserve. Now, with interest rates still low, such a common investing rule-of-thumb is being challenged. When...

Advisers See Opportunities in Select Commodities — To many investors, 2008's global financial crisis marked an end to the so-called commodity supercycle of double-digit annual growth since the late 1990s. More than five years later, investors still remain cautious about commodity funds, which have lagged behind the broader market.

Investors Shed Dividend-Paying Stock Funds — As the U.S. Federal Reserve trims its purchases of bonds and expectations of higher interest rates grow, investors are pulling billions of dollars from funds focused on dividend-paying stocks. Instead of prizing the funds as a complement to bonds as they did when long-term interest rates were flatlining, investors are starting to rotate away, in some instances to alternative funds using hybrid stock and fixed-income strategies.

Advisers Grow More Wary of Pimco Funds — By Corrie Driebusch and Murray Coleman Financial advisers were already pulling billions of dollars in client money from Pacific Investment Management Co.'s flagship fund before this week's announcement that Chief Executive Mohamed El-Erian is stepping down. Now, some advisers who still have holdings with Pimco Total Return Fund are even more wary about their investments in the world's largest bond fund.

The Lagging Effect of Alternative Funds — Finding alternative ways to invest might sound like a smart idea, but in practice it can prove much tougher to pull off. Last year, the average so-called "alternative" mutual fund and exchange-traded fund returned 6.1%, according to Chicago-based investment researcher Morningstar Inc. By contrast, an investor who throughout the...
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Mar 25, 2015

BlackRock Taps Ric Edelman’s Idea for New ETF. @FinAd_IQ Is this the first in a new wave of advisor-inspired funds?

Mar 19, 2015

RT @DrewVoros: Earliest end of NorCal skiing season that I can recall. Gonna be 62 degrees and sunny at Lake Tahoe today

Mar 19, 2015

RT @rwohlner: Schwab Intelligent Portfolios: The Evolution of the Robo Advisor?

Mar 19, 2015

Advisors Await LPL’s Front-Office Revamp. @FinAd_IQ First real upgrade in a decade. Will it catch LPL up with rivals?

Mar 17, 2015

Why Vanguard Said “No Thanks” to the First ETF: Bogle. @FinAd_IQ Where would BlackRock, State Street stand today?

Mar 16, 2015

Failure Rates for CFP Exams High. @FinAd_IQ Record numbers to sit for 1st test of 2015; advisors brace for influx.

Mar 13, 2015

FT 400 Advisors Are Getting More Tactical. @FinAd_IQ Though still nascent, FA interest in active ETFs is set to rise.

Mar 12, 2015

Merrill, Raymond James Turn to Health-Planning Apps. @FinAd_IQ New software aims to engage with interactive features.

Mar 11, 2015

Will Schwab’s Robo Push Prove a Game Changer? @FinAd_IQ Maybe, but the custodian is starting out with baby steps.

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