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.
<i>Breakfast with Benjamin</i>: Prices fall by 5% after the discovery of the biggest weekly buildup of U.S. inventories since 2001.
Shutdowns come weeks after big price cut as the firm's biggest fund suffers outflows.
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?
Financial, health care and consumer discretionary sectors should shine.
Schwab sees cash serving an important purpose in allocations, providing a source of stability, downside protection and diversification while improving relative total return
Ultralow interest rates and longer lifespans means tried-and-true rule for savers goes out the window.
The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.
One could argue that innovations in fixed income ETFs will have a greater impact than innovations on the equity side.
<i>Breakfast with Benjamin</i> Focusing on small-cap stocks could be a recipe for boosting a target-date fund.
Tweaks to HSA investment vehicles and what the accounts are used for can pay dividends to clients.
Advisers should start talking to clients about the potential detriments of chasing sheer performance &mdash; and the importance of understanding how gains are achieved.
Underfunded universal life policies' loss may be a gain for secondary insurance market.
Goldman Sachs Financial Square Federal Instruments Fund will invest in government securities only and cater to investors seeking state-tax-exempt income.
Gap between active and passive funds in international equities reaches highest level since financial crisis.
