Ritholtz: Calpers’ Hedge Fund Exit Sets Off an Earthquake
Calpers’ decision to pull out of hedge funds could be a sign of radical change in the fund industry as a whole, Barry Ritholtz writes.
When Active ETFs Aren't Really Active
Because of the SEC's approval of transparent, actively managed ETFs, advisors can now select from an increasing array of passively and actively managed ETFs for building and maintaining client portfolios.
Safeguarding Retirement With 401(k) Plan In-Service Withdrawals
Little-known IRS rules that provide for in-service 401(k) withdrawals allow use of funds already earmarked for retirement to implement an annuity strategy while still working.
How I Track My Clients’ Needs
Here's how I keep track of what I need to accomplish with my clients and my business, but am I being efficient?
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.
The Biggest Lie of the New Century
The claim that bank executives did nothing illegal during the financial crisis is simply implausible if not laughable, Barry Ritholtz writes.
Reading the Data on the Bright Future of Online Advice
A poll found investors are more likely to use human advisors, but also expect to use more online advice. What's your take on the data?
Overcoming RIAs’ Top 4 Business Hurdles: 5 Ways to Increase Profits
Here’s one example: Stop thinking of the segregation of sales and service people, and stray from the “one rainmaker” approach to profitability.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
New Hybrid Indexed Annuities Balance Market Volatility
Insurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.