FOMC Vice Chairman: Fed Should Hold Off on Rate Hike
The influential vice chairman of the policy-setting Federal Open Market Committee says hiking rates too early is riskier than being "a bit late."
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Gold Bug Merk: The Risks of Gold
As a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.
Money Manager Candidly Reveals 5 Big Investing Mistakes
Tocqueville Asset Management’s Sicart tells shareholders about five mistakes, including one that shaved four percentage points off his portfolio’s performance, and the lessons he learned.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
Why Active Managers Fail (and Why You Shouldn’t Fire Them)
A white paper from Jeremy Grantham's GMO offers a novel explanation as to what drives manager underperformance.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.