The tax advantages might not be worth it.
Firms need to be proactive in conveying information to their advisers.
It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.
<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.
Regulator said he failed to tell Native American tribe about fees.
Stocks are cheap, but clients should know what they are getting into.
Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food
<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
The comment period for the rule, which was introduced in December, closed on Monday.
Offerings meant to help counter a trend toward passive index strategies.
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. </br><b><i>(Related: <a href="//www.investmentnews.com/article/20160306/FREE/160309952/the-top-performing-socially-conscious-funds"" target=""_blank"" rel="noopener noreferrer">The top-performing socially conscious funds</a>)</b></i>
Ill-named strategy finds place between passive and active.
IPO is the first of its kind and, with low fee, could attract investors away from nontraded REITs.
<i>Breakfast with Benjamin</i> So far, nobody has been prosecuted for contributing to the 2008 financial crisis. “This gags me,” said Elizabeth Warren.
<i>Breakfast with Benjamin</i> Oil-related companies with little debt are outperforming the S&P 500, with one company's return jumping by 29%.
A look at the ESG funds that have performed the best as socially responsible investing has grown in popularity.
