Plus: Indexers take over the world, building trust with clients, and some summer reading ideas for advisers
Forty-six percent of managers now believe U.S. stocks are overvalued, according to the investment manager's survey.
<i>Breakfast with Benjamin</i> It's a brighter growth outlook, not low rates, that's fueling the latest rally.
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.
Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress
<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.
String of negative earnings don't support stock price valuations.
Now that the dust has settled, it's time to learn from the Brexit fallout on what to say and do next time markets tank and clients lose their cool.
<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.
Being early is the same thing as being wrong.
Some funds up more that 100% so far this year.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.
Traders are pricing in higher chances that the Federal Reserve will raise interest rates some time this year after U.S. economic reports signaled improving growth.
<i>Breakfast with Benjamin</i> Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.
Warren Buffett, the world's third-richest person, shed $11.3 billion as Berkshire Hathaway Inc. had its first negative annual return since 2011.
