Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.
Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons
The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.
Advisers will need to communicate and focus on goals to get through periods of market ups and downs
<i>Breakfast with Benjamin</i>: Pension funds never factored in that people would live as long as they're living. Plus: Fake hedge funder goes to extremes to cover his tracks, Congress to the rescue, and IRA missteps you can avoid
Ability to hold above key 2,063 level could draw in more buyers.
Are advisers misunderstanding why investors seek out sustainable investments?
Former compliance officer alleges fraud at nontraded REIT helmed by Jacob Frydman.
Hedge fund manager tops most peers in January with an 8.3% gain.
Investors continue to see domestic stocks as the best thing going: Legg Mason survey.
Shares of iPhone maker more than twice as valuable as rival Microsoft. No 2? Exxon Mobil Corp., with a market cap of $385.4 billion.
<i>Breakfast with Benjamin</i> Despite beating 94% of its peers since Bill Gross left the company, Pimco's Total Return Fund still dropped $11.6 billion in January. Plus: Crude oil drives the markets, unbelievable unemployment data, and finding some investments buried beneath the winter snow.
Matching the index last year would have involved too much risk.
To the chagrin of some, a fast-growing industry comes to terms with active management.
Lifted advertising ban and pressure from liquid alts drive secretive managers into the open.
The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.
Since the 2008 financial crisis, the notion that investors often behave irrationally has become axiomatic. What's more controversial is whether money managers can avoid making &mdash; or even exploit &mdash; the mistakes of the investing masses.
<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.
<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.
