Pimco Liquidates Arnott-Run Smart Beta Fund
Research Affiliates fund trailed 87% of peers in past 3 years; assets had fallen to $316 million from $4.2 billion at peak.
Michael Lewis: A Warning for Index Investors From the Oakland A's
At Morningstar conference, the author of "Moneyball" talks about what indexers in particular should learn from his baseball book and what he thinks of Trump.
Fintech Isn't Solving Industry's Diversity Problem
According to Morningstar's Don Phllips, finance is "a community that serves rich white men very well." Josh Brown says society is negligent on financial education.
The Glory Days Are Over: 4 Tips for Investing in a Low-Return World
Ronald Reagan and Paul Volcker helped plant the seeds for more than 30 years of growth, but many trends are slowing or reversing.
AdvisorEngine Acquires Practice Management Firm Kredible
Kredible uses industry-specific research on HNW prospects to help financial advisors develop their online presence.
Advisors on Trump’s Tax Plan: Praise, Concern and Shrugs
None of the capital gains savings or corporate tax cuts directly affect IRAs, 401(k)s or Roth IRAs.
Tax Cuts to Happen in ’17, but Not Reforms: Andy Friedman
Also at the Raymond James conference, CEO Paul Reilly says cuts could benefit some advisors doing business as S Corps and LLCs.
White House Unveils Trump’s First Tax-Cut Bid, Corporate Rate of 15%
Tax plan calls for shift to territorial system for companies; top individual tax rate would be cut to 35% from 39.6%.
3 Trends Advisors Need to Watch
Author and former presidential advisor Pippa Malmgren lays out what's happening in the global economy at Raymond James' national event.
The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.