<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.
Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions
Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.
<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.
Brandes, Invesco funds add a helping of Brazil.
Vanguard, BlackRock funds see the biggest inflows, largely because they're the largest providers of passively managed funds.
Some advisers tweak the model, others remain pure.
<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.
The laws create the possibility that clients' their long-term-care expenses may be shouldered by their children
Asset managers must expand the depth and breadth of their offerings to become more relevant and differentiated.
Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.
Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress
<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?
Treasury yields hit the floor while stocks hope for the best.
<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.
<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
Low interest rates and demographic trends continue to bolster indexed annuity sales. These dynamics also pushed deferred income annuities to their best all-time sales quarter.
Some insurers are turning away from L-share variable annuities as appetite wanes among broker-dealers.
