Ritholtz: The Price of Losing Bill Gross or Jeff Gundlach
Once an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.
Court Clears Path for Medicaid-Compliant Short-Term Annuities
An appeals court ruling provides some clarity on when short-term annuities can be used for long-term care expenses.
In Search of the Right Portfolio Analysis Tool: Kwanti
Kwanti is an excellent portfolio analysis tool, and its price is right.
TurboTax and CPAs: Lessons for Planners on Robo-Advisors
Our view: Financial planning will turn out to be the wooden stake in the heart of digital advice platforms.
Maybe Banks Manipulated Treasury Bonds, Too
It seems quite plausible that the next round of big banks-rigging-things cases will be about rigging the Treasury auction market.
If Einstein Ran the Fed, Rates Would Rise
Einstein said weird stuff happens at the quantum level, Bloomberg’s Mark Gilbert writes. Standard economics is not appropriate as one approaches the zero rate bound.
Human Capital Crisis Stretches Far Beyond Advisors
Advisors, like other American businesses, need to invest "consistently and systematically" in the youngest members of society, says ReadyNation's Robert Dugger.
Cheaper Advice Isn’t Always Better Advice
Commission-based advisors can make recommendations based on a client's best interests, but given the conflicts involved, can they be relied upon to do so?
School Daze: Limiting Liabilities of College Students
It’s understandable that college students will make poor decisions, but ensure your clients are protected from those risky choices.
Roth IRA Conversions: Silver Lining to Market Downturns
Paying attention to market swings can allow your clients to take advantage of benefits that, in some cases, can only be produced by careful timing.