Global Institutional Investors Plan Big Money Moves
Institutional investors globally expect to make more asset allocation changes in the next year or two that they did in 2012 and 2014, Fidelity found.
How to Navigate ‘Unprecedented’ Uncertainty on Tax Reform
“Not a foregone conclusion” that estate tax will be repealed under Trump, says Brown Brothers Harriman analyst Adrienne Penta, but some shifts might make sense.
Advisors Diversify Portfolios as Higher Volatility Looms: Natixis
Strategic beta use has doubled in the past three years, Natxis found in a review of advisors' portfolios.
SHE’s No. 2: One of 2016’s Top ETF Debuts Based on Gender Diversity
Smart beta fueled nine of 10 top debuts, except for State Street’s SPDR Gender Diversity ETF. Its ticker symbol? SHE.
Betterment CEO to Trump: DOL Fiduciary Rule ‘Worth Your Time’
The independent robo-advisory took out full-page ads in the NYT and WSJ asking the president-elect and readers to get behind the rule.
What the Future of Social Security Looks Like: Bill Reichenstein
Reichenstein, a CFA and university professor, explains how to extend the trust fund's solvency and reveals some strategies retirees overlook.
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in Them
Condor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
Beware of Data Mining: Market Lessons From the Election
If a gold mine is a hole with a liar standing on top, a successful data miner is a quant with data lying to himself.
The Blue State Plan to Fix Retirement
California, Oregon, Illinois, Maryland and Connecticut want more workers to have the chance to save for retirement at work.
Morgan Stanley Shuns Aging U.S. Bull Market for Japan in 2017
Strategist upgrades Japan stocks and downgrades U.S. equities; one of the year’s worst performers becomes a favorite.