Why SEC Is Cracking Down on 12b-1 Fees and ‘Distribution-in-Guise’
Once again, the SEC provides "guidance" to advisors in the form of an enforcement action, this time a $40 million judgment against First Eagle.
A Strategy for the Markets' Malaise: Searching for Alpha for October 2015
The markets are terrible, I know. But there are signs that the current maelstrom won’t last forever.
Rating the 401(k) of the Fund Rater
Employers that fill their retirement plans with active fund managers encourage the kind of bad investor choices that lead to underperformance.
Are We on the Verge of a Liquidity Crisis?
Nouriel Roubini sees a "liquidity time bomb." Then there's the liquidity-expanding actions of the central banks. Tick, tick, tick...
The Rich Are Different. They're Better Investors.
New research shows that differences in investing skill may be a factor behind the rise in inequality.
Why the Pope’s Visit Matters
Regardless of their faiths, advisors believe Pope Francis' visit to the U.S., and his rallying cry to a dysfunctional Congress, is a good thing.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term Bonds
No EM index funds met our criteria, so we jump to fixed income to see whether active or passive mutual funds make the grade.
The Problem With Robo-Advisors’ Use of Mean Variance Optimization
Letting machines that are essentially error maximizers automatically build investment portfolios is not a great idea. In fact, it’s a terrible idea for your clients.
Ritholtz: The Price of Losing Bill Gross or Jeff Gundlach
Once an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.
In Search of the Right Portfolio Analysis Tool: Kwanti
Kwanti is an excellent portfolio analysis tool, and its price is right.