<i>Breakfast with Benjamin:</i> Financial adviser Rick Kahler says advisers could lose clients who expect to be given guarantees. And that's OK.
<i>Breakfast with Benjamin:</i> Just because Janet Yellen and the Fed are going to be raising interest rates soon doesn't mean there won't be investment opportunities.
As the financial services industry jockeys for position in the fast-evolving world of robo-advice, Raymond James has put a stake in the ground, saying that it will not launch a robo-platform that competes with its affiliated financial advisers.
Parallels between now and 1987 are thin at best
<i>Breakfast with Benjamin</i>: A former Edward Jones adviser is sentenced to five years in the slammer for bilking a disabled woman out of more than $100,000.
$1.4 billion TAMP seizes on an opportunity, but its strategy seems ill-conceived.
<i>Breakfast with Benjamin:</i> Warren Buffett's top stock picks are not doing well this year. A temporary blip or has the Oracle of Omaha lost his touch?
<i>Breakfast with Benjamin</i>: A dead asset no longer, gold shines bright above its 200-day moving average for the first time in five months.
Record-setting Dell-EMC deal is just the beginning.
How much to allocate is both an unanswerable question in general and one that absolutely needs to be addressed for each client. </br><b><i>(More: <a href="http://www.investmentnews.com/section/specialreport/20151011/ALTS2015" target="_blank">IN's Spotlight on Alternative Investments special report</a>)</b></i>
