<i>Breakfast with Benjamin</i> Two types of investors are driving stocks' rally: Those who fear missing out on the rally, and those who see no alternatives to stocks.
Three firms are telling clients that despite oil's rout, it remains a good long-term play.
<i>Breakfast with Benjamin</i> West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.
Broker-sold fund companies lag since new regulation released.
Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver
If Republican frontrunner Donald Trump wins, Mr. Valliere says he'll be rooting for “a really windy inauguration day.”
Many advisers are putting investors into low-cost ETFs and simply dumping most of their clients' actively managed funds.
High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet
The inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
Bats Global deal seen as 'ice-breaker.'
In-kind redemptions rare but legal.
Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.
New fund will leverage expertise, diversify product lineup.
The risk-on strategy when the market goes risk-off.
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.
Low fund fees and big fund complexes equal outperformance.
Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade
Activist investor exits after Legg lost 42% of its value in past year.
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
