A Great (and Impossible) Plan to Fix Retirement
Economist Teresa Ghilarducci’s plan to fix the retirement crisis is to figure out what’s needed, and work backward from there.
Are We on the Verge of a Liquidity Crisis?
Nouriel Roubini sees a "liquidity time bomb." Then there's the liquidity-expanding actions of the central banks. Tick, tick, tick...
The Rich Are Different. They're Better Investors.
New research shows that differences in investing skill may be a factor behind the rise in inequality.
Moneyball for Advisors
To successfully compete with your bigger and better-funded competitors, play an independent advisor’s version of Billy Beane’s Moneyball.
Why the Pope’s Visit Matters
Regardless of their faiths, advisors believe Pope Francis' visit to the U.S., and his rallying cry to a dysfunctional Congress, is a good thing.
What a Supreme Court Ruling in Favor of Raisin Growers Means for Advisors
A ruling in favor of two California raisin growers could dovetail with advisors' rights to property interest in portfolio information under the SEC’s Form 13F.
4 Reasons Clients Need You Now
Stock markets down, international tensions up, China tottering. Here’s what to say to clients beyond “Stay the course!”
How Would You Compete Against Your Own Firm? 5 Questions to Ask
If you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term Bonds
No EM index funds met our criteria, so we jump to fixed income to see whether active or passive mutual funds make the grade.
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a terrible idea for your clients.