Moshe Milevsky: Big Change Is Coming—The 2015 IA 35 for 35
“If we were to go back in time 35 years, here we are in year 1980. How does a financial advisor's life differ from the year 2015?”
Research Affiliates: Expect Less Than 1% Per Year Over 10 Years
The firm weighs in on the Summers-Bernanke debate—each side with its investment implications—over the cause of slow growth.
Sallie Krawcheck: Ellevating Leadership—The 2015 IA 35 for 35
Ellevate Network’s leader stresses the importance of women to management and to the industry.
Fed Might Take Backdoor Approach to Interest Rate Hike: Bill Greiner
Rather than raising the discount or fed funds rate in coming months, the Federal Reserve might strike somewhere else first, the investment strategist says.
On Economy, Wall Street Sulks as Main Street Exults
A new BofA Merrill report says go to cash while a broad-based sentiment survey shows small businesses feeling upbeat.
Different Ways to Make Water Plays
Given today's environmental conditions, the natural resource offers investors varied opportunities.
Daniel Kahneman: Father of Behavioral Finance—The 2015 IA 35 for 35
Behavioral finance has become widely accepted in financial planning circles as the industry recognizes that sometimes perfectly intelligent clients do very stupid things.
Five to Honor: Investing Pioneers—The 2015 IA 35 for 35
While advisors are intellectually curious about all manners of topics, it’s investing that really gets them going.
What Investors Don’t Know Will Hurt Them Most
Tocqueville Asset Management founder Francois Sicart warns that the 36-year bull market in bonds means most market participants have no professional memory of rising rates.
Fidelity: How Big, Cheap and Active Beats Passive
A basis point here, a basis point there, and pretty soon you’re talking real money.