A Fresh Look at Portfolio Construction: Setting Goals With the Client
To win clients, advisors must show prospects their clear and rational process in building portfolios.
There Might Be a Lot of Insider Trading
In research reported by Andrew Ross Sorkin on options trading before merger announcements, everything you'd predict, if you were maximally cynical, the researchers found.
3 Top Managers on Their Biggest Mistakes and How They Pick Great Stocks
Chris Davis, Will Danoff and Dennis Lynch admit their mistakes and discuss how they size up the managers of firms they're pondering for their portfolios.
The Message of a $549,000 Watch
A suggestion: some folks might want to make some of their conspicuous consumption a little less conspicuous.
Finding a Custodian That Fits, Part 1: Interactive Brokers
In the first of a series, I look at Interactive Brokers' platform for RIAs.
The Great Investment Heresy: Risk Doesn’t Matter
Say it: “Risk doesn’t matter.” Still not convinced? Here's an example of how this is a vital part of a fiduciary relationship, says Chris Carosa.
Ritholtz: What’s the Penalty for Pundits Who Get It Wrong?
Barry Ritholtz wonders why there are no repercussions for economists, like Arthur Laffer, whose predictions miss the mark entirely.
The Bears Haven’t Surrendered Yet
Markets have reached new highs, yet equity ownership has fallen to the lowest level in more than a half-century, Ritholtz says in a Bloomberg blog.
We’re Not in a Stock Bubble: BlackRock’s Koesterich
However, BlackRock’s chief investment strategist says stocks are at the upper end of their historic range.
A Peek Behind the Robo-Advice Curtain
How’s this for marketing? You tell me what you own, I’ll find funds that performed better and call the difference your “lost earnings.”