Being a Fiduciary Is More Than Offering the Lowest Cost Solution
SEI's John Frownfelter warns that overly cost-focused advisors are overlooking valuable asset classes and that passive investing may be a bubble about to burst.
March Madness: LPL’s ‘Sweet 16’ Bracket for the Market
As the basketball bracket comes into focus, so should multiple factors influencing equities, says CIO Burt White.
How to Resist Market Timing (Even When You’re Scared)
Behavioral finance professor Terrance Odean tells ThinkAdvisor how investors can shield themselves from panic selling and how to help clients with cognitive decline.
Vanguard Adds New Active Manager to Explorer Fund
ClearBridge Investments comes on board as Granahan Investment Management and Kalmar Investment Advisers depart.
First Ascent Finds Success in Move to Flat Fees
First Ascent CEO Scott MacKillop admits flat fee pricing may not be for everyone.
Active Managers’ Struggle to Maintain Assets
Active managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
5 Ways Big Investors Are Challenging Traditional Investment Strategies
A Natixis survey of 500 institutional investors finds that institutions may be second-guessing the efficacy of long-standing portfolio strategies.
Dartmouth Taps Wealth Manager Ruth to Run $4.5 Billion Endowment
Alice Ruth was investing chief at Willett Advisors in New York; CIO Pamela Peedin is stepping down in April after six years.
Dimon Says Trump Has Reawakened ‘Animal Spirits’ in US
The JPMorgan CEO says he’s not concerned about a stock correction and that consumer and business confidence have "skyrocketed."
Bill Gross on ‘Animal Spirits’ in Markets: Be Concerned
The highly levered financial system is "like a truckload of nitroglycerin on a bumpy road," Janus' Bill Gross warns.