Will Active Share Be the Robo-Advisor Killer?
Research shows that fund managers who don't blindly follow their bogeys can outperform. Picking them can justify your advice, and your fees.
5 Big Questions for Janet Yellen
When Fed chief Janet Yellen delivers her semi-annual testimony to Congress on Wednesday, she should be asked these key questions.
How to Protect Clients’ 401(k)s in Messy Markets
You can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
4 Reasons to Cheer the January Jobs Report
January's report offers good news for the economy and should cheer financial markets, if they can look beyond their obsession with central bank liquidity support.
Justices Will Know Insider Trading When They See It
A loose but useful way to think about U.S. insider-trading law is that it is supposed to encourage research, but discourage cheating.
Central Banks Save the Markets Again — Searching for Alpha for February 2016
Have the markets become a drug addict, waiting for the next easy-money hit in order to function?
Keep an Eye on 'Billions' as a Market Indicator
Forget its dramatic value. I'm interested in Showtime's TV series as a possible indicator of a market top.
The Fed in a Bind
Changing financial markets and global economic conditions are making it very hard for Fed officials to communicate a clear and consistent policy path.
Goldman Puts Mortgages and Naked Shorts Behind It
It would be odd if Goldman's punishment for selling bad loans to investors is that it has to take more money away from those investors.
Managing a Client’s Emotional Response to Declining Markets
It is up to us to help clients fully understand and stay true to the notion “buy low, sell high,” Mike Patton writes.