Results for "Jeff Benjamin"

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MIT settles class-action suit that snared Fidelity's Abigail Johnson

September 13, 2019

The Massachusetts Institute of Technology has reached a settlement agreement in a class-action lawsuit that alleged a quid pro quo arrangement with Fidelity Investments related to the university's 401(k) program. The agreement comes just days...

How gold could replace bonds as a portfolio diversifier

September 11, 2019

Instead of trying to navigate the freewheeling price of gold over various market cycles, financial advisers might be better served by focusing on the precious metal's lack of correlation with other investments. That's the basic premise of a...

Adviser must pay former employer $358,000 for violating employment contract

September 10, 2019

An adviser who left an LPL Finanical affiliate to set up his own firm with Commonwealth Financial must pay his old employer $358,000, according to an arbitration award. After 18 years of employment, Jeremy Bok left Planned Financial Services...

When strong performance sends ETF investors to the exits

September 6, 2019

In the latest sign of growing investor caution, strong performance is not enough to keep assets from moving out of some focused exchange-traded funds. For example, the $105 million Amplify Traditional Data Sharing ETF (BLOK) is up 21.5% from...

Hurricane Dorian puts flood insurance on the front burner

September 3, 2019

There's nothing like the threat of hurricane-force winds to get people thinking about how much insurance coverage they have. But it shouldn't take a natural disaster for financial advisers to start preaching the benefits of having the right...

Opening an IRA just for alternative investments

August 30, 2019

With market volatility picking up as stocks hover near record highs, at least one platform is hoping to tap into investor fears by offering direct access to alternative investments in retirement accounts. Nashville, Tenn.-based Alto Solutions...

The upside of betting on inflation

August 29, 2019

With both interest rates and inflation near the floor, fixed-income investors are finding the best opportunity for yield in Treasury inflation-protected securities, or TIPs. "Right now, smarter people are jumping into TIPS because real rates...

Verbal agreement became a succession plan

August 23, 2019

Sometimes a verbal agreement is all you need to get a succession plan rolling. That was the case in August 2008, when John Middleton walked away from a job as an institutional portfolio manager at Invesco to become a financial adviser at a $41...

ETF providers quietly dial back production

August 22, 2019

When it comes to exchange-traded funds, the asset management industry has been experiencing what sports franchises might call a rebuilding year, as some of the most prolific ETF providers have been dialing back on new product launches. ETF.com...

Faith-based funds attract loyal investors

August 20, 2019

Applying religious screens to mutual funds and ETFs is sometimes compared to investing with one hand tied behind your back, but that's just fine for a large and growing number of investors. "If people are really interested in faith-based investing,...

Falling rates expose duration risk in bond funds

August 16, 2019

Falling interest rates across the global fixed-income market have proven to be a boon for certain bond funds that are pushing the limits on interest-rate risk. For example, by delivering promised longer-duration exposure, both the Pimco Extended...

Volatility reignites debate about market timing

August 15, 2019

Increased stock market volatility, including the market's 3% drop on Wednesday, has put financial advisers back into a position of defending buy-and-hold investing strategies to nervous clients. "A big part of our job is convincing people they're...

10 stocks millennials can't live without

August 7, 2019

An analysis of 658,000 investment accounts held by millennials ranks the top 100 favorite stocks, based on the percentage of overall portfolio holdings. It’s clear that millennials, as the group poised to become the largest generation, put...

Fidelity draws adviser wrath with 1.9% cash offer

August 7, 2019

As is typically the case when equity markets turn choppy, financial advisers are paying closer attention to the yields their clients are earning when they turn to the safety of cash. But for custodians and brokerage platforms that often default...

Veteran small-cap manager navigates market cycles with a basic philosophy

August 7, 2019

Over the 18 years Robert Bergson has managed the Northern Small Cap Value Fund (NOSGX), he has navigated through just about every kind of market condition, which is probably why he's able to stay so calm during the current state of the financial...

7 retirement side gigs to help retirees make up the income gap

August 7, 2019

Many people these days are embracing the gig economy to earn extra - or needed - income beyond what they've planned for in retirement. Here are some creative suggestions for advisers to recommend to retired clients who are running low on cash...

How are low-volatility funds weathering the market turmoil?

August 6, 2019

The jarring start to August for stocks has presented an ideal test for increasingly popular factor-based investing strategies that are designed to help advisers customize client portfolios. A random sampling of exchange traded funds that target...

CFRA bulks up ETF research with acquisition of First Bridge

August 5, 2019

Investment research firm CFRA has acquired First Bridge Data in a move that will give CFRA access to global ETF data and analytics that until now it has been getting from third-party providers. For financial advisers, the addition of First Bridge...

Advisers say go for the gold as the perfect hedge for trade-war fears

August 5, 2019

As international tariffs and trade-war chatter has investors suddenly fleeing the equity markets, gold is rallying as a logical safe-haven play. The S&P 500 Index was down more than 2% in mid-day trading Monday, following the market's worst...

Hundreds of conventional funds add 'ESG' to prospectus just in case

August 1, 2019

If the evolving language inside mutual fund prospectuses is a guide, financial advisers should brace for an expanding selection of funds focused on environmental, social and corporate governance issues. The record $8.9 billion of net inflows...

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