Which Robo-Advisors Are Best? To Find Out, an RIA Invests in Them
Condor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
BofA Says We Might Be Seeing a Sign of the Bull Market's End
Time could be running out for U.S. equities.
Financial Planners Play Therapist to Paralyzed Liberals
Post-election, advisors find themselves playing political therapists for distraught progressive clients, coaxing them to stick to investment plans.
Oil Tumbles as Saudi-Iranian Discord Puts OPEC Agreement at Risk
Saudi Arabia insists all OPEC members agree to production cuts for pact to take effect; Iran's oil minister says his nation won't cut output.
U.S. Growth Could Continue for 3 More Years: T. Rowe Price
The investment firm is optimistic about the near term but is “awaiting clarity” on Trump's economic plans.
Financial Advisors Voted Overwhelmingly for Trump: FSI Poll
Financial advisors favored Trump over Clinton by a ratio of more than 3 to 1, according to a post-elction poll from FSI.
The Blue State Plan to Fix Retirement
California, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
Among Mutual Funds, It’s Still a Man’s World
Morningstar reports that the percentage of mutual funds managed by women has not changed since the financial crisis of 2008.
Morgan Stanley Shuns Aging U.S. Bull Market for Japan in 2017
Strategist upgrades Japan stocks and downgrades U.S. equities; one of the year’s worst performers becomes a favorite.
Meir Statman: What ‘Normal People’ Really Want From Advisors
Professor Statman talks about next-gen behavioral finance, how to manage clients’ well-being and why annuities can “emit the smell of death.”