Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions
<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.
Some advisers tweak the model, others remain pure.
<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.
Forget desktops. The future is about mobile and phones.
Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress
<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?
Treasury yields hit the floor while stocks hope for the best.
<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.
