The Great Mutual Fund Comeback
The six major fund categories have returned an eye-popping 21% a year on average since March 9, 2009, when the markets hit 12-year lows.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
Warren Buffett’s 8 Warnings for Investors
The Oracle of Omaha owns up to his failings in the 50th annual Berkshire Hathaway shareholder letter, providing plenty of investing advice along the way.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
Top Portfolio Products: Vanguard to Launch Alt Fund
The fund giant plans to add the new fund into its popular managed-payout product.
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
‘No One Should Expect Returns of 5%’: Research Affiliates
At Research Affiliates’ event, Chris Brightman calls for advisors to lower client expectations.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
10 Best Websites for Financial Advisors: 2015
Dalbar’s quarterly review reveals which fund company sites offer advisor-specific and easily accessible content.