The Future of the Investment Management Industry
My firm invests in both passive and actively managed products. Consequently, I think I have a reasonably unbiased perspective about the future of the industry.
Advisors Should Consider Alternatives to Publicly Traded REITs
Given REITs’ limitations, consider a wider array of options for clients who have the ability and willingness to invest in less-liquid real estate alternatives.
Glory Days Are Over: 4 Tips for Investing in a Low-Return World
Ronald Reagan and Paul Volcker helped plant the seeds for more than 30 years of growth, but many trends are slowing or reversing.
Active Managers’ Struggle to Maintain Assets
Active managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
Is Now the Time to Invest in European Stocks?
Revived growth, higher corporate earnings and undemanding valuations are good signals, but then there are the geopolitical concerns.
Are ETFs Breeding Systemic Risks?
The success of ETFs faces a backlash from critics who claim they create systemic risks for investors, but is that the case?
6 Issues Advisors Should Watch for Trump Action
Uncertainty about Trump’s priorities and governing approach will keep the markets at elevated levels of volatility, but watch these areas for clues.
Rethinking Asset Allocation for Aging Clients
Arbitrary notions about aging—and conventional wisdom on managing money for clients in retirement—may be off target.
The Rise of the Machines in Investment Management
Technology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers’ analytical power.
Morning or Midnight in America? 9 Questions for the Presidential Candidates
TFC Financial's Dan Kern raises some questions he’d like Donald Trump and Hillary Clinton to answer — and concerns about their potential presidencies.