Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
<i>Breakfast with Benjamin</i>: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
New fund offers 11% yield, no fees, two-year lock-up to accredited investors, but it's risky.
The year's strongest week for equities was followed by one of its quietest, with energy stocks underpinning microscopic gains in a holiday-shortened week as investors kept their focus on the Federal Reserve.
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
The asset class offers portfolio diversification and a lot of upside protection but advisers can't forget about the impact of foreign exchange on returns.
<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
<i>Breakfast with Benjamin</i>: Instead of needing 80% of your pre-retirement income, you can probably make it with 60%.
The SPDR S&P 500 Fossil Fuel Free ETF is a greener version of the world's first and largest ETF.
Three mutual funds just the start for Pzena Investment Management.
While Washington has long been debating how to reform big Wall Street banks, Vanguard is quietly doing just that as the company and its army of index funds remove about $20 billion a year in revenue from the financial industry.
<i>Breakfast with Benjamin</i>: According to the COP21 conference in Paris this week, global warming is on a pace to eventually hurt the economy.
Investors are selling U.S. government bond exchange-traded funds at the fastest pace in 14 months as the Federal Reserve prepares to raise interest rates.
For the first time, fund manager saw roughly equal deposits into equity and fixed-income ETFs as investor demand for bond products increased.
Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?
Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.
President of BDCA, company at center of Galvin complaint, is removed; others step down
<i>Breakfast with Benjamin</i>: Citing the rapidly-changing economy, the former Citigroup and Bank of America exec says job insecurity in finance will likely increase.
Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.
