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

By Jeff Benjamin

Cheap access to the broad equity market that goes well beyond the S&P 500. Annual fees of just 0.05%
Goldman Sachs is calling for a strong 2014 for China's Hang Seng Index. Best year since the 62% surge in 2009
It is time to face the reality of big capital gains. Mutual fund investors confront a stiff tax bill
What does the Hilton IPO say about hotel stocks? Second-largest IPO of the year
The growth of long-only hedge fund strategies shows how conservative investors have come to dominate the alternative investing space. Non-traditional hedge fund strategies
China's yuan has passed the euro to become the second-most used global trade currency. A 2.3% appreciation against the U.S. dollar this year
When it comes to holiday shopping, spending and celebrating, the Brits make Americans look like rank amateurs. This is also a busy time for U.K. drinking establishments
The UAW is trying to combat the economics of a shrinking membership base by introducing its first dues hike since 1967. Already the richest U.S. union with $1 billion in assets

Trump's $500 ACA checks: should advisors care?

The rebate is political theater, but the healthcare cost crisis underneath it is very much an advisor problem.

Ugly fight between Mariner and advisor grows more foul

It’s a ruthless competition for advisors right now, with buyers promising top dollar to advisors willing to sell.

Wealthtech vendors embed AI agents deeper into advisor workflows

Vanilla, SS&C and FinTurk are rolling out a mix of agentic and AI-assisted features aimed at planning gaps, client insights, and manual account monitoring.

Carson, Commonwealth veteran joins estate planning firm Hargrove

David Haughton, formerly of Carson Group and Commonwealth Financial Network, takes on VP of engagement role at Hargrove MSO, a subsidiary of Hargrove Firm.

Advisors face fiduciary blind spot as PEP adoption accelerates

Retirement plan clients may not grasp what fiduciary duties they keep when joining a PEP.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

Getting into the market on the cheap

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