Is the Future of Financial Advice as Dim as Millennials’ Finances?
They’re saddled with debt, including short-term loans, and financially illiterate. So how can they replace your boomer clients?
The Deeper Causes of the Global Stocks Rout
What happens next depends on politicians who have placed too much of the policy burden on central banks for far too long.
Tax Law Changes Affecting Your Clients
Congress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
How to Stop Clients From Making Emotionally Driven Decisions
As advisors, we are all in the business of providing peace of mind to clients. Here’s what I’m telling clients now about the markets.
Economists Can Tell You What You Should Want
Behavioral economists have made a lot of progress in disabusing their colleagues that humans are perfectly rational. That approach, though, goes only so far.
Why Investors Are So Surprised by Surprises
Sometimes, investors’ good-enough models of markets do a poor job of explaining events, and 2016 seems to be one of those periods, Barry Ritholtz writes.
Steve Cohen Will Be Back in 2018. That's Good.
Since shuttering SAC, his Point72 family office has far outperformed, so maybe he’s good for the industry and investors even without the alleged insider trading.
3 Steps AUM Advisors Should Take Ahead of the Next Market Downturn
Should we be on the verge of a significant market correction — and even if we're not — take these business-protection steps now.
What’s Up With 12b-1 Fees?
As a fiduciary for your clients, should you invest in mutual funds that levy a 12b-1 fee?
A Break for Small Business
Congress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spending—maybe even yours.