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EQUITIES NOV 03, 2014
Money managers scraping to catch up to record stock market

On Monday's <i>Breakfast with Benjamin</i> menu: Fund managers in a bind. <i>Plus</i> more trouble for Nicholas Schorsch? And Republicans looking stronger going into Election Day, stocks to consider with a GOP-controlled Congress, it's time to think about taxes already.

By Jeff Benjamin
EQUITIES NOV 03, 2014
Bill Gross' departure reignites the risks of 'star manager' funds

On today's <i>Breakfast with Benjamin</i> menu, Bill Gross' Pimco exit is changing the way we look at star fund managers, Japan's latest stimulus plan triggers a market rally, watching out for those mutual fund tax burdens, and more.

By Jeff Benjamin
RIAS NOV 03, 2014
Charles Schwab to launch free 'robo'-adviser next quarter

Launching its own online advice platform, Charles Schwab is aiming to make low-cost, web-based advice even cheaper, but some industry watchers say it could rankle advisers who keep assets with the custodian.

By Mason Braswell
INDUSTRY NEWS NOV 03, 2014
TD Ameritrade takes DIY approach to 'robo' trend

Custodian will not develop its own automated investing platform but will help advisers direct assets to digital providers.

By Mason Braswell
RETIREMENT PLANNING NOV 03, 2014
The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

<i>Breakfast with Benjamin</i> - The Federal Reserve's QE sleight of hand, cheap oil's winners and losers, Schwab bringing advisers premium Morningstar access, and more.

By Jeff Benjamin
ETFS NOV 03, 2014
Janus CEO Weil hopes for Bill Gross-run ETF

Money manager looks to better reach advisers by selling the fast-growing funds, leveraging newly acquired VelocityShares.

By Trevor Hunnicutt
Bill Gross' exit sparked massive outflows at Pimco
OPINION NOV 03, 2014
Bill Gross' exit sparked massive outflows at Pimco

Investors pulled billions from his former mutual fund, Pimco Total Return, upon the news of his departure.

By Jeff Tjornehoj
EQUITIES NOV 03, 2014
Markets in a 'bad mood' as S&P 500 gives back year's gains

Weak economic numbers and an Ebola panic spurred a pullback, causing the S&amp;P 500 to give back the year's gains.

By Bloomberg
REGULATION AND LEGISLATION NOV 03, 2014
Getting a fair shake in arbitration

A well-educated arbitrator will be better able to see phony arguments from both sides in a dispute.

By MFXFeeder
EQUITIES NOV 03, 2014
Where are the next big opportunities in today's market?

Analyzing the current equity and fixed income scene to identify potential growth areas

By Thomas Hoops
REGULATION AND LEGISLATION NOV 02, 2014
Brokers get a mixed review on how they treat older investors

More than a third of brokerage firms examined by Finra and the SEC made one or more potentially unsuitable recommendations of variable annuities to senior investors.

By Liz Skinner
RETIREMENT PLANNING NOV 02, 2014
Wrangling clients' health care costs in retirement

Advisers are turning to various services to estimate the unknowable in retirement

By Darla Mercado
OPINION NOV 02, 2014
Time to move quickly to aid the impaired

Dementia, Alzheimer's puts advisers in a bind when they try to intervene on behalf of impaired clients

By MFXFeeder
OPINION NOV 02, 2014
Big glitches go beyond the numbers

$23M issues at ARCP, LPL show breakneck paces of growth can lead to cracks in the corporate fa&ccedil;ade.

By MFXFeeder
RIAS NOV 02, 2014
Schwab signs Morningstar to provide equity research, ratings

Deal will give advisers access to sector reports and pick lists, as well as daily, weekly and quarterly outlook reports.

By Jeff Benjamin
FIXED INCOME NOV 01, 2014
Satisfied with Legg Mason turnaround, activist investor Nelson Peltz leaves board

Stock price of money manager more than doubled since 2012 with new CEO and cost cuts as inflows return

By Bloomberg
MUTUAL FUNDS NOV 01, 2014
Bond Cover

By Jeff Benjamin
MUTUAL FUNDS NOV 01, 2014
BlackRock, Loomis Sayles replace Pimco at $6B Prudential fund

Move comes on heels of record withdrawals from Pimco Total Return after Gross exit

By Bloomberg
FIXED INCOME OCT 31, 2014
Gross calls deflation a 'growing possibility' threatening wealth

Central banks' efforts to fuel inflation have pushed up financial assets, rather than prices in the real economy.

By Bloomberg
RETIREMENT PLANNING OCT 31, 2014
In an electronic age, why are banks so slow?

The fix that could speed your deposits

By Bloomberg