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.
Beware of Data Mining: Market Lessons From the Election
If a gold mine is a hole with a liar standing on top, a successful data miner is a quant with data lying to himself.
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.
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.”
Index Funds, Quants and Hedging: John Bogle Speaks
Bogle discussed some of the more abstruse critiques of index investing with Bloomberg.
Big Investors Boost Use of Factor Investing Strategies
A study released Monday by Invesco finds that demand for and adoption of factor-based strategies will continue to climb.
Welcome to Silly Season, aka Market Prediction Time
Taking a consistent, disciplined approach to investing will benefit you and your clients much more than following the “top picks” of the market prognosticators.
6 Keys to Investment Success: T. Rowe’s Brian Rogers Reflects
As Rogers prepares to retire in March, he shares the investment lessons he’s learned during 35 years at T. Rowe Price.
How Employers Can Help Solve the Retirement Savings Problem
Employers need to increase incentives and ease-of-use for employees to participate in work-based retirement savings plans.