Today's <i>Breakfast with Benjamin</i> features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.
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.
Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.
Top performance in 2014 combined with Gross' Pimco exit draw investors to the tune of $3 billion.
Today's <i>Breakfast with Benjamin</i> features the case for investing in Russia looking great, at least on paper. Plus: Hedge funds are still shorting oil, will the big snowstorm close the financial markets, and how to pick the right IRA for your clients.
Sales of REITs and other non-liquid alts at Schorsch-related firm decline 7.6% from 2013.
Medical device firm accused of Medicare fraud; lawyer denies charges, says complying with federal probe.
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.
Not nearly as popular as open-end mutual funds, they provide advantages for long-term investors who can stomach some volatility.
<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.
2015 is shaping up to be a better year for active equity management.
Advertising in the Super Bowl doesn't mean a company is a good investment, as generally there's been no connection between an advertiser shelling out millions for a 30-second commercial and the company's stock price.
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.
Popular category for yield-starved investors posts first quarterly decline in two years.
A once-niche fund becomes the fastest-growing product in asset management.
Seen as a win for investors and participating fund companies.
Making lifetime income options more readily available will help enhance retirement security, according to IRI's Cathy Weatherford.
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.
