Will Bitcoin Ever Be a Fiduciary Asset?
Technical intricacies aside, Bitcoin has some interesting properties. For one, it is more closely correlated with the S&P 500 than you might think.
401(k) Balances Are Up, but Is Your Retirement Plan Business?
Advisors should focus on gaps in investment performance, for instance, to boost their results in this space.
Who’s Warren Buffett’s Successor? JPMorgan Says ...
A new analyst at the investment bank points to one popular candidate, though there are others.
Helping Clients Recover Their Retirements: Pt. 2
This column is for clients near retirement age whose planning was swamped by misfortune, like the 2008 crash, and hope to recover their futures.
Gundlach Weighs In on ‘Wack-O’ Times in the Market
He sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
Bill Miller’s Investing Strategy, According to His Son
The son and co-manager of the legendary contarian investor tells Thinkadvisor about his father's investing process and why he likes malls and local newspapers.
‘Buy’ Signal Persists in September: Merrill
Long Bitcoin was the most crowded trade in Merrill's monthly fund manager survey.
Third of UBS Assets Are in Sustainable or Impact Investments
“It’s quite clear this is no longer a niche anymore,” said Group CEO Sergio Ermotti.
10 Best Jobs of the Future: 2017
Kiplinger analyzed 785 jobs; these 10 have high salaries and are poised for strong growth in the coming decade. Financial advisor is one of them.
In Fund Manager Game, Consistent Base Hits Beat a Few Home Runs
Consistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your client’s assets during a crisis.