Advisers planning for the long-term-care needs of clients should seriously consider the potential tax savings that come with these communities.
Fund sales switch decisively toward plain-vanilla, index investing, move out of Pimco Total Return has big impact on flows.
Advisers have stronger long-term business prospects with a client mix that includes many under age 45.
Firm surpasses $5 billion in AUM in latest deal for $1.2 billion CapGroup Advisors.
As the financial services industry moves toward a fiduciary standard, prizes for top insurance sellers smack of conflict.
<i>Breakfast with Benjamin</i>: Hillary Clinton goes after the financial industry, taking issue with CEO compensation.
First couple's tax return shows no stock market investments, missed opportunity on home refinance in Chicago.
As health care benefits fall out of favor with employees, some small businesses are considering redesigning their 401(k)s to retain staff.
Advisers planning for the long-term-care needs of clients ought to seriously consider the potential tax savings that come with continuing care retirement communities.
<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.
How much advisers weigh a managers' investment in his or her own fund when selecting one.
Shutdowns come weeks after big price cut as the firm's biggest fund suffers outflows.
Major emphasis on tech spending and utilization helps leading advisory firms stay ahead of the curve.
Flood of money into passively-managed index funds has helped drive average expense ratios down, but there's more to the story.
Fresh off a year that trimmed its $1.3 trillion U.S. mutual fund business, the fund house made up all of those redemptions in the first quarter of 2015, with the help of successful active management strategies in stocks and bonds.
Investors should understand the water risks in their portfolios, even if the companies don't.
How cyclical and sector stock investing intersect represent an untapped opportunity for clients to diversify and see risk-adjusted returns.
<i>Breakfast with Benjamin</i>: Could dividend stocks actually be a better deal than an annuity for income investors?
The term smart beta may be too entrenched to dislodge but perhaps it's time to think of another way to characterize it.
Financial, health care and consumer discretionary sectors should shine.
