Results for "Jeff+Benjamin"

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Ken Fisher's son defends his father on LinkedIn

October 17, 2019

Ken Fisher, the embattled chairman and founder of Fisher Investments, is getting public support from his son, Nathan Fisher, who posted a statement on LinkedIn Wednesday trying to put some context around his father's well-documented crude comments...

Fisher Investments launches diversity task force

October 11, 2019

Fisher Investments is launching a diversity and inclusion task force in the wake of crude comments made earlier this week at an industry conference by company founder Ken Fisher, according to internal memos obtained by InvestmentNews. The documents,...

How free trading threatens the RIA business model

October 10, 2019

With Fidelity Investments jumping on board Thursday as the fourth major discount brokerage firm to eliminate commissions for most online trades, the new game for brokerages officially centers on net interest income, or so the firms are suggesting....

Ken Fisher's crude comments drag Tiburon CEO Summit into the mud

October 9, 2019

In the age of #MeToo movements and campaigns for diversity and inclusion across the financial services industry, Ken Fisher, founder and chairman of Fisher Investments, has been accused of brazenly violating the limits of good taste and decorum...

10 leaders of ESG & impact investing

October 5, 2019

These men and women are the leaders and agenda-setters in the sustainable investing ecosystem, according to the InvestmentNews ESG-Impact Advisory Board. Several of these individuals, or others from the firms they represent, will be speaking...

Green bond market just getting started

October 5, 2019

The $50 trillion global bond market might be more than three times the size of the global equity market, but when it comes to adopting environmental, social and governance strategies, the fixed-income market is just getting started. A lack of...

Price-pressure trend shines new light on RIA-custodian relationships

October 4, 2019

The sudden wave of commission-free trade offers announced this week by some of the country's largest discount brokerages is shining a fresh spotlight on where the fees paid by consumers ultimately end up in the elaborate financial services industry...

ETrade hints at commission cuts on social media

October 2, 2019

In the wake of Tuesday's news that both Charles Schwab Corp. and TD Ameritrade Holding Corp. are eliminating brokerage commissions for U.S. stocks, ETFs and options, ETrade Financial Corp. has become a target of inquiry on social media. Viewed...

ETrade follows Schwab, TD, and cuts commissions to zero

October 2, 2019

Jumping on this week's brokerage industry trend, ETrade Financial Corp. has announced plans to eliminate online trading commissions for U.S. stocks, exchange-traded funds and options starting Monday. The announcement after the stock market closed...

Traders punish Schwab, TD, ETrade for move away from commissions

October 1, 2019

While investors and financial advisers using the Charles Schwab brokerage platform might be celebrating Tuesday's announcement of commission-free trading, the stock market had a different take on the news. Schwab, which expects to lose about...

TD Ameritrade fires back at Schwab by cutting commissions to zero

October 1, 2019

Just 10 hours after Charles Schwab announced it was eliminating trading commissions on U.S. stocks, exchange traded funds and options starting Oct. 7, rival TD Ameritrade Holding Corp. upped the ante by cutting the same commissions starting...

Schwab cuts online brokerage fees to zero

October 1, 2019

Charles Schwab & Co. pushed the fee war to the next level Tuesday morning by announcing that it will eliminate commissions for online trading of U.S. stocks, exchange-traded funds and options starting next Monday. The brokerage platform currently...

Negative yields find their way into U.S. investor portfolios

September 30, 2019

A migration toward a globally diversified bond allocation could be exposing fixed-income investors to the world's unprecedented $15 trillion worth of negative-yielding government debt. Last week, the $23 billion Vanguard Total International...

Bank of Montreal advisory units pay $38 million for overcharging clients

September 30, 2019

Two Chicago-based units of the Bank of Montreal agreed to pay nearly $38 million to settle charges that advisers failed to disclose conflicts of interest that resulted in clients incurring higher fees through propriety funds. According to the...

Can a recession benefit an advice firm?

September 21, 2019

To hear Leon LaBrecque talk about how to prepare a financial advisory firm for an economic downturn, one might assume he is actually rooting for such a scenario. Truth is, the chief growth officer at Sequoia Financial Group has learned through...

Keep clients in the loop about market realities

September 21, 2019

Nobody ever really wants to be the bearer of bad news, but financial advisers have a responsibility to prepare clients for the reality that economies move in cycles and markets don't just climb. For a lot of clients, and even some financial...

Preparing for the next recession

September 21, 2019

While there is no way to know with certainty when the next economic recession will hit the U.S. economy, it is certain that the U.S. is enjoying the longest period of economic expansion in modern history. And the arguments to support a pending...

8 steps to becoming a trusted news media resource

September 20, 2019

It takes some time and effort to establish solid and ongoing relationships with the media, but for financial advisers willing and able to become a trusted source for reporters, the opportunities are plentiful. Among the benefits of being quoted...

State Street fires another salvo in the ETF fee war

September 19, 2019

Facing two years' worth of proof that investors are becoming increasingly cost-conscious, State Street Global Advisors is converting seven exchange-traded funds to fit into its suite of low-fee ETFs. The move is the latest by an ETF provider...

Ariel's Mellody Hobson says women, minorities should 'speak their truth' instead of trying to blend in

September 19, 2019

In July, Mellody Hobson was promoted to co-chief executive officer of Ariel Investments in Chicago, a company she initially joined as a college intern in 1989 and has served as president since 2000. Ms. Hobson, 50, takes seriously her status...

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