Bullish News From Wall Street’s Bearish Seers
There are a few facts that might undercut analysts’ collective fears and allow us to climb the wall of worry for stocks.
What September’s Market Resilience Says About Stocks: Searching for Alpha for October 2016
If the worst-case scenario didn’t come to fruition in the markets last month, it probably won’t in Q4.
When SEC and State Advisor Regulation Collide
Section 222(d) of the Advisers Act cleared up those de minimis conflicts between federal and state regulation, right? Not exactly, Chris Stanley says.
The Rise of the Machines in Investment Management
Technology advances pose a threat to traditional investment managers, but successful firms will combine human judgment and creativity with computers’ analytical power.
To Move Your Stuck Firm Forward, First Step Back, Then Sell
When growth slows, focus on one service you provide, and then have everyone “sell” it, using these six steps for an effective sales pitch.
Does Client Philanthropy Pose a Conflict for AUM Advisors?
If your client reduces his assets under management through charitable giving or other means, does that make the flat-fee approach better for advisors?
Advisors Can Define the New Fiduciary Advisor/Client-Centric Paradigm
Five reasons advisors will value Best Practices and join the Institute for the Fiduciary Standard's Registry of Fiduciary Advisors.
A Tool to Hedge Against the Next Market Downturn
MPT didn’t benefit client portfolios during the financial crisis, but using a single inverse fund can reduce the risks of market volatility.
Community Property: When Federal-State IRA Rules Collide
Sorting out the state community property rules and IRS rules on beneficiary designations in retirement accounts.
Harvard Does a Trade You Should Never Make
It looks like Harvard Management Co. may have sacrificed billions of dollars in investment returns by hiring less-capable asset managers.