Investors: Beware of the Quants
Research Affiliates argues that very few investment strategies have proven their worth over time and across markets.
Does Treasury See Market Crisis Ahead?
Minutes of an obscure Treasury committee discuss plans to raise cash in the short term, but also note a severe cash crunch in two years.
Want Clients to Trust You? You’ve Got 0.05 Seconds
A new study shows trust decisions can be automatically triggered by the slightest glance. What's an advisor to do?
Anyone Can Invest Like Buffett, Icahn With New ETF
Want a tip from Warren Buffett? New app provides instant notification of his SEC filings, and the accompanying ETF blends the 10 best performing billionaires.
PIMCO’s Gross Fights for the 1% (of ‘Excess Return’) in a 4%-5% World
Bill Gross says we’ve entered a new epoch of low returns driven by income rather than capital gains, making skilled management all the more critical.
Advisors: Don’t Sell Your Practice!
Selling your advisory practice — a move stressed in a ceaseless torrent of industry advice — may be hazardous to your wealth.
Cruising Through Retirement on Less Than $18,000 a Year
Retiring on a boat provides adventure, a community of likeminded expats and access to essential needs, all at prices retirees can afford, International Living says.
Beyond Termination Fees: How Advisors Charge Clients to Fire Them
While advisors occasionally charge termination fees, FireMyAdvisor co-founder Dave Dickinson says that’s not the only method advisors use to hold on to unhappy clients.
Axel Merk: Time to Take ‘Chips Off the Table’
“Instability may be the new normal,” portfolio manager Axel Merk warns. Is there anywhere safe to hide?
Want to Live to 100? 4 Things You Need to Know
BMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.