They're less willing to take risks with money than men, but they'll ensure the mortgage is paid off.
Show respect for values, explain 'good' debt and accept that Hispanics don't put much emphasis on retirement.
Today's <i>Breakfast with Benjamin</i> menu: China moves hit T-bonds. Plus: Navigating a bond portfolio through rising rates, El-Erian says the market outlook is rocky, the price of meat is high and going higher, and math doesn't have to be so darn complicated.
Historically, access to alternative private investment opportunities has been for institutional investors, but now the mass affluent are demanding this access as well. In turn, a new product type, the interval mutual fund, is providing the next evolution in alternative investing.
Don't get too caught up in the good times while nontraded REITs are extremely lucrative and lose sight of proper client allocations.
<i>Breakfast with Benjamin:</i> Private equity giant wants in on liquid alts. Plus: QE might have a fueled high-inflation cycle, the small-cap stock ride is ending, time to get some defense in that portfolio, and the poor outlook for the long-term unemployed
Optimism about continued support from the Federal Reserve was not enough to prevent the worst recent decline for the Nasdaq Composite Index. Plus, find out which companies took a beating on first quarter earnings.
Money managers are turning on stocks that have delivered the best returns during the bull market: small caps.
The eurozone is finally starting to show signs of growth more than five years after the financial crisis, and financial advisers are betting that there is more good news to come.
ETF investors say BlackRock keeps too much of the proceeds from securities-lending business.
Firms set to launch actively managed accounts, a move likely to stoke competition.
Real estate, REITS and MLPs are increasingly on advisers' radar screen, but a new study finds allocations in just one of five portfolios. Jeff Benjamin explains.
Stock-trading site Kapitall woos investment-shy millennials with its online 'playground.'
As 2014 opens, the North American energy revolution continues to help our economy and provide compelling investment opportunities across the energy value chain.
Startup brokerage planning new online platform for advisers.
SEC says company overstated performance of its flagship ETF over a seven-year period, and it charged the former CEO for making false and misleading statements.
<i>Breakfast with Benjamin:</i> What's up with junk bond investors? Plus: Four sorry years of Dodd-Frank, ignore the Fed's warnings at your own risk, mathematical excuses for sluggish wage growth, and it's not too late for a mid-year portfolio checkup.
Plus: Alibaba IPO is on track to break records, what U.S. investors will really get when buying Alibaba shares, Goldman offers a leg up to Steven Cohen, and MSNBC apologizes for poor taste on Cinco de Mayo
Emerging sector has reached a tipping point, presenting many long-term investment opportunities.
By addressing four major challenges, advisers can help plan clients gain access to higher returns.
