Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 2: U.S. Large Cap Growth
Among U.S. large-cap mutual funds, active beats passive.
Banks Will Keep Doing FX Stuff That Got Them in Trouble
Every banking scandal brings tension between up-in-arms regulators and banks, who are like, "What? This? We've done this forever. We thought it was fine."
How Super OSJs Bring Innovation to Broker-Dealers
While broker-dealer management is distracted by heavy-handed regulation, BD producer groups (aka super OSJs) are providing multiple new benefits to reps.
Bond Investors Walking ‘Tightrope’ Have Second Chance to Diversify
Instead of succumbing to taking on more risk for less reward, fixed income investors do have another option.
What Firms Claim About Their Brokers’ Fiduciary Duty (and Lack Thereof)
Broker-dealers publicly market themselves as putting their clients first. But when it comes to arbitration cases, they sing a different tune.
Energy MLPs: Taking a Closer Look After the Oil Bust
Like Jon Snow on “Game of Thrones,” energy investors may feel like they know nothing after 2014, but here's what advisors need to know.
Managing the Risks of HNW Clients’ Global Travels
When wealthy people take a trip abroad, their jewelry, designer clothing, artwork, nannies and even their automobiles travel along.
Save the Pensions: No Sudden Moves, Please
Private employers can tell workers that the pension fund is closed and you won't accrue further benefits. Should governments be able to do this, too?
How I Chose My RIA Custodian
I picked TradePMR after running the numbers on trading costs and fees, and things got better when it started using First Clearing.
Annuities, Insurance, Investments: A Triple Crown Retirement Income Strategy
Wade Pfau researched the best retirement income strategies. The winning combination might surprise many advisors, Robert Bloink and William Byrnes write.