Results for "Jeff Benjamin"

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Adding value during health insurance open enrollment

October 28, 2019

While a lot of people see the annual health insurance open enrollment period as a big headache, Michael Policar sees it as a big opportunity. Mr. Policar, wealth manager at HighTower Advisors Bellevue, has carved out a niche by rolling up his...

This week marks beginning of a seasonal rally

October 28, 2019

As seasonal stock market trends go, there's nothing quite like the end of October when it comes to bullish outlooks. And this year could be better than most, according to market analysts. "Investors have been bidding up stocks because they believe...

Healthy clients will avoid medical costs

October 26, 2019

As a former physician, one of Kenneth Waltzer's first moves when it comes to helping his clients manage and plan for health care expenses is to try and help them stay healthy. [More: Financial advisers shouldn't have to stress over health insurance]...

Prepping clients for retirement health costs

October 26, 2019

When it comes to helping clients save and prepare for health care expenses in retirement, financial advisers typically embrace one of two strategies: Focus on smaller near-term costs and hope for the best, or present clients with the overwhelming...

Is it time for Ken Fisher to step down?

October 25, 2019

Two weeks after Ken Fisher's infamous comments at the Tiburon CEO Summit took social media by storm the question has evolved from "How could he?" to "How could he still be the company's chairman?" "For Ken Fisher, it's already too late," said...

TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA

October 24, 2019

It's fair to say that TD Ameritrade executive Skip Schweiss knew his election as president-elect of the Financial Planning Association was a bit unorthodox. But he might not have anticipated such vocal pushback from one of the planning industry's...

Smaller RIAs are selling like hotcakes

October 22, 2019

With a record 36 transactions completed in the third quarter, 2019 has already surpassed all of 2018 in terms of merger and acquisition activity among registered investment advisers. The total of 101 deals so far this year compares to the record...

The key to avoiding mutual fund capital gains distributions

October 22, 2019

It's that time of year again when the leaves start falling, everything becomes pumpkin- flavored and mutual funds announce their dreaded capital gains distributions. While the bulk of the cap gains distributions will be announced over the next...

Uncovering yield in emerging markets not for the faint of heart

October 18, 2019

Katherine Renfrew is the lead portfolio manager of the $530 million TIAA-CREF Emerging Markets Debt Fund (TEDNX), which has a five-star rating from Morningstar and has been a top percentile performer over the past 1-, 3-, and 5-year periods....

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 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...

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...

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...

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