Getting into the market on the cheap

Today's Breakfast with Benjamin includes: Facing the reality of capital gains, Hilton IPO sheds light on hotel stocks, hedge funds go long-only, and the Brits outshop Americans.
DEC 03, 2013

Latest News

Hybrid RIAs to get a head start on FINRA performance projections rule
Hybrid RIAs to get a head start on FINRA performance projections rule

Broker-dealers will soon share targeted returns under SEC-approved Rule 2210 changes, but one securities lawyer warns the regimes aren’t identical.

RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds
RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds

Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit

Caregiving costs emerge as a midterm issue for older voters
Caregiving costs emerge as a midterm issue for older voters

Most voters 50-plus in swing districts favor candidates backing a caregiver tax credit, as caregiving drains retirement savings

Wealth firms report organic growth rebound, but process gaps persist
Wealth firms report organic growth rebound, but process gaps persist

New F2 Strategy research finds more firms growing without M&A, yet one-third still lack a defined growth process.

AI governance gaps leave RIAs exposed to a new wave of cyber threats
AI governance gaps leave RIAs exposed to a new wave of cyber threats

Shadow AI, weak oversight, and no formal policy highlight why advisory firms are more exposed to cyber risk than they realize.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor