The UBS-SigFig Partnership
Executives Rich Steinmeier and Michael Sha describe the thinking behind the deal
Cutting-Edge Private Banker
Kelly Coffey of J.P. Morgan U.S. Private Bank talks about how innovative technology and strong relationships are shaping the future of wealth management
Factor Investing: A Post-Modern Portfolio Theory
With apologies to Harry Markowitz, why it's wise to tweak MPT by using factors offering positive return premiums over time.
Exploring Volatility With the Inventor of the VIX
Dr. Robert Whaley explains how to use the "fear gauge" he created — and how not to use it.
Why Commodity ETFs Have Gone Off Track
Investors continue to search for alpha in one of the most challenging environments in nearly a decade.
The Vision Thing: Why You Need It and How to Get It
Immigration, abortion, fracking, surtaxing the 1% — presidential elections seem to hinge on issues like these, but in reality, elections are about vision.
What the Case of a Broker Who Had an Affair With a Billionaire Client Means for Advisors
A contentious debacle involving ex-Morgan Stanley advisor Ami Forte and her billionaire client, Roy Speer, evokes concerns about elder exploitation and gender discrimination.
How Advisors Can Fight Elder Financial Abuse
Fending off exploiters of elderly clients is a difficult task; advisors should embrace it.
I Planned for Widowhood but Got a Lot Wrong
My husband and I thought we’d done everything right on end-of-life planning, but after he died, I found we missed a lot.
The Booming, Yet Overlooked, Business of Beauty
Think beauty is a "fluffy" investment? Then you haven’t looked at the numbers.