Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
New fund offers 11% yield, no fees, two-year lock-up to accredited investors, but it's risky.
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
MarketCounsel panelists agree that in the future, human advice will be integrated with digital platforms and technology to improve financial planning.
<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.
Three mutual funds just the start for Pzena Investment Management.
<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.
<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.
