The markets are set to open with frayed nerves

<i>Breakfast with Benjamin:</i> Investors' nerves are fraying and that's not a good thing. Plus: Spiking demand for U.S. Treasuries, dodging corporate taxes, the ABCs of liquid alts, risk-adjusted sector performance, and boning up on your Cinco De Mayo history.
MAY 04, 2014
  • Buckle in for a bumpy Monday as global equity markets shake off the weekend with a grumpy reaction to the latest Chinese manufacturing data and whatever else can justify a move toward the exits. U.S. markets poised to open lower
  • Increased demand for long-term U.S. Treasuries has little to do with yield and little to do with a flight to safety. You can blame it on new rules to address pension fund shortfalls. Downward pressure on yields
  • As U.S. companies continue to reincorporate abroad we might want to start taking a closer look at the real driving force: a punishing corporate tax code. Why tax reform is so important
  • You can try and ignore it, but liquid alternatives are not going away any time soon. With that in mind, here's a basic primer on how to guide your clients through the space. Where to focus
  • Taking a gander at this year's sector performance on a risk-adjusted basis. Spoiler alert, utilities rule the day. What has and has not worked so far this year
  • A novice's guide to Cinco De Mayo. It's not just an excuse to line up tequila shots

Latest News

Carson, Lido strengthen RIA networks with bicoastal deals
Carson, Lido strengthen RIA networks with bicoastal deals

Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.

Goldman gets shareholder backing on $80M executive bonus packages
Goldman gets shareholder backing on $80M executive bonus packages

The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.