Breakfast (with Benjamin) is served: Dividend ETFs losing luster as rates rise; Bernanke's last stand; nontransparent active ETFs; Obamacare's drag on health care; useless jobless claims data; and global New Year's traditions.
According to advisers and recent data from Limra, workers seem to be doing precisely what they would be expected to do with 20-page disclosure documents: Tossing them in the circular file.
Investors should buy assets such as real estate and infrastructure funds as U.S. stocks have hit record levels.
FMB Wealth Management is offering entrepreneurs a crowdfunding platform that provides access to big-money accredited investors whose deep pockets can make a difference for startups.
Executive vice president Bill Chetney will take the new title in January.
Thanks to the magic of time, five-year average returns for equity mutual funds are looking better by the month
Commodity investments are heading for record outflows driven by withdrawals from gold exchange-traded funds as some investors lose faith in the traditional store of value, according to Barclays PLC.
The bad news: Underinvested and underperforming investors might not get the pullback they're hoping for
S&P Indexes is playing the Grinch with its report that the odds of the top-performing funds repeating that success are low and only get worse over time.
UBS AG, the world's largest wealth manager, said clients are shifting money to be managed directly by the bank or pay for advice in a reversal of previous outflows after it revamped services to boost profitability.
Investors are dumping gold-backed exchange-traded products at the fastest pace since the securities were created a decade ago
Investors watch the Fed as its last meeting of the year begins. Also in today's Breakfast with Benjamin: Stocks to buy when the Fed tapers, gold investors seek the bottom, IPOs gone wild, and a Deutsche Bank shopping guide.
Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs
Though a majority of retirees' wish lists include trekking the world, few plan ahead for such costs.
Labor Dept. seeks ruling on Fifth Third Bancorp case that could ease challenges to employers.
Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?
Nobel Prize-winning economist Robert Shiller said a lack of good financial advice was one of the problems that led to the financial crisis.
The U.S. stock rally that has extended over the past year is due for a correction of more than 5%, warned investment strategists at T. Rowe Price Group Inc. That doesn't mean it's a time for advisers to stick their heads in the sand, but to proceed with caution.
The driver of the car that killed actor Paul Walker was a Merrill Lynch wealth manager and had been named a top adviser in 2010, 2011 and 2012.
