Making the Case for Strategic Beta as Fees Plunge
As strategic beta funds get cheaper and more plentiful, Morningstar's Ben Johnson and Schwab's Tony Davidow offer their analysis and advice.
ESG Investing: More Training, Better Data Will Increase Demand
More analysts and portfolio managers are embracing ESG investing, but many receive no training in that area, according to a new CFA Institute survey.
2 Biggest Reasons Clients Trust Their Advisors
Vanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
Investors’ Cash Dips, but Not Enough to Trigger ‘Sell’ Signal: Merrill
Eighty-two percent of fund managers surveyed said bond yields will rise, and 85% said bonds were overvalued.
Get Clients to Break Their ‘Money Silence’ or Lose Them
Kathleen Burns Kingsbury tells ThinkAdvisor about how advisors can significantly boost clients' financial literacy — and stop the next generation from firing them.
Women Invest Like Men but With a Key Difference, Study Finds
Capital Group’s survey of women shows confidence in their investment decisions but not necessarily the power to execute.
How to Use ‘What If’ Scenario Planning as Risk Management
Luis Maizel, co-founder of LM Capital Group, said he and his team always have 40 or 50 life scenarios planned.
What Bank Investors Learned From JPMorgan, Citigroup Results
Start of earnings season showed trading revenue was muted; JPMorgan had better lending margins, Citigroup cut expense.
Trump Signs ETF Research Bill
Fair Access to Investment Research Act “puts ETFs on equal footing with other securities,” says Morningstar's Ben Johnson.
Thaler Changed My Life (and Everybody Else’s)
The Nobel winner’s collaborator remembers the thrill of first encountering his ideas.