Clients in ‘Terror’ Over Health Care as Advisors Go AWOL
Clients’ "terror" is advisors’ error in retirement health care, according to HealthView Services, whose white paper goes through planning steps it says most advisors neglect.
Hedge Fund Firm GMO Says Stop Hedging Your (Foreign) Bets
The Boston-based hedge fund firm argues that, paradoxically, hedging foreign equity actually increases risk.
Rising Rate Consensus Is Wrong: Research Affiliates
Worried about rising rates? Don’t be. But there’s ample room to be worried about the reason rates won’t be rising much, Research Affiliates warns.
AIG Advisor Group SpeakLoud Campaign Tells Advisors: We’ll Make Your Voice Heard
“SpeakLoud” is the rallying cry of AIG Advisor Group's new multimedia recruitment campaign targeting advisors seeking a new home.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
Bill Gross Blasts ‘Hostile’ Investing Climate, Says ‘New Neutral’ Rate Now Zero
The Janus manager argues that the investing environment is so inhospitable that he is reduced to trading more than owning bonds to deliver shareholder return.
Morningstar Sounds Inflation Alarm
The Chicago-based research firm is warning that the seeds of what it calls “the ultimate recovery killer” are already sown.
Value Investors’ Inconvenient Truth: They Lose to S&P 500
Value shop Research Affiliates argues that, ironically, “value investors are supplying a premium to other market participants rather than collecting one.”
New Fund Takes Novel Approach to Protecting Against Stock Market Losses
New fund company says it can track the S&P 500, but limit losses to about 12.5% while capturing upside up to 15%.
Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.