He cuts a much lower profile and his comments about the market are filled with introspection.
Better performance and State Street's distribution muscle are key success factors.
Plus: Gold investors love this Fed, really cheap ETFs, and an alternative to summer reading
Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.
Plus: Buying at the top, saving for retirement or else, and good funds with short track records
Bond market losing allure amid hunt for yield, says fund manager Kathleen Gaffney
<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.
Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
Plus: The real cost of socially responsible investing, how to invest in bonds, and qualified charitable distributions
Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.
Some advisers tweak the model, others remain pure.
<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.
Advisers should recognize and capitalize on the different needs and priorities of Gen X versus millennials.
<i>Breakfast with Benjamin</i> Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty?
Treasury yields hit the floor while stocks hope for the best.
<i>Breakfast with Benjamin</i> Following the Brexit, the Fed is now sheepishly tilting toward a rate cut.
<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
Being early is the same thing as being wrong.
The rule changes will likely result in dramatically higher fees for many smaller clients, and one bond shop is already reacting.
