According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.
With oil down 50%, talk of tail events is bubbling up again. Be prepared when clients ask about them.
Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
These are the bets that saved or ruined portfolios in 2014. Beware: There's absolutely no guarantee they'll do the same thing next year.
<i>Breakfast with Benjamin</i>: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.
In Friday's <i>Breakfast with Benjamin</i>, the downside of a multi-year bull market in stocks: Investors get overconfident. Plus: If oil drops to $30 look out below, not all hedge fund workers are rich, and what the IRS is looking for now.
Finra's just-released regulatory and exam priorities for the new year include an unusual directive that brokers act in the best interests of clients regardless of current rules.
Service provide plans to expand investment opportunities for its network of advisory firms
With Japanification &mdash; deflation, debt crises, demographic pressures and decades lost in economic stagnation &mdash; in evidence in the bond markets, it's reasonable for investors to question whether Europe is following the path Japan took.
From a big year for European equities to precious metals and bonds, here are some ideas of where value may lie in 2015.
Lack of wage growth stoking fears of disinflation while Fed prepares to lift interest rates
<i>Breakfast with Benjamin:</i> Tax hikes for the rich? Plus: European central bankers load up for their own quantitative easing, Russia is fading fast, and Switzerland has another trick up its sleeve.
What the U.S. energy boom has given, the U.S. energy boom is about to take away if oil prices stay at or below current levels, according to DoubleLine Capital's Jeffrey Gundlach.
As recovery reaches another phase, stocks remain poised to benefit from improving growth trends.
Reward in the offing for investors who stick to their guns, keep an eye on liquidity, remain vigilant on credit quality.
Hedge fund manager Dalio says deflationary circumstances is encouraging people to keep cash under their mattresses.
Supreme Court is reviewing a decision on the responsibility of plans to continually watch costs
On Monday's <i>Breakfast with Benjamin</i>, the U.S. economy reclaims the post of global growth engine, though the Federal Reserve remains all quiet on the rate hike front. Plus: How to invest when a rosy jobs report hurts stocks, Goldman picks a list of losers, and millennials go home for financial advice.
Valuations and fundamentals make the case for a contrarian international move
