Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
Top 9 Investor Threats for 2015: NASAA
State regulators are seeing classic threats to investors “morph into new or altered dangers, many fueled by the Internet,” says NASAA’s president.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
Advisor on Mission to Make Clients—Yours and Hers—Happier
Donna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
Hennessy Funds’ Chief Sees Dow at 20,000, ‘Loves’ Japan
With the yield on the Dow at nearly 2.2%, Neil Hennessy says he’s “not going out on a limb” in forecasting a continuance of the bull market.
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and Trusts
An advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
What’s Your Client’s ROI? New Tech Tool Adds up the Score
Redtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
BlackRock’s Rieder Fund Snags PIMCO Assets
Rieder, who runs the $4.1 billion fund, has delivered 7% over the past year, making it the top bond fund.
Tiger 21 Investors Allocate More to Cash, Private Equity
Ultra-wealthy investors are looking for more security now while preparing for the next investing opportunity.
Unpopular Stocks Beat Popular Ones: Study
The hottest stocks are riskier and produce lower returns than their less popular counterparts, say Roger Ibbotson of Yale and Tom Idzorek of Morningstar.