9 Best U.S. Cities for Advisors to Find Clients: 2015
These cities have the highest number of wealthy households with the fewest advisors to serve them.
Investing in Africa: It's No Longer Just About Natural Resources
For Peter Thoms, founder and portfolio manager of Africa Capital Group in Coronado, California, the idea of investing in Africa as a natural resources play is somewhat passé.
Why Critical Thinking Is in Short Supply
An illusion of causality can trip up even trained pros.
Messy Realities of Life and Investing
Nothing explains everything, and no tool is perfect.
Can You Plan for a Black Swan?
Extreme events can have a deep impact on investment portfolios; assessing their risks poses a formidable challenge for advisors.
Experts: ‘Post-DOL World’ Is Coming
The FSI left attendees of the Financial Advisor Summit with a sober reminder of what lies ahead: a final version of DOL's new fiduciary rule is expected in early 2016.
Don't Rule Out the BRICs
Analytically sound concepts need not always translate into durable investment approaches -- and for good reasons
Now’s The Time for Active Investment Strategies, Advisors Say
In particular, advisors said passive ETFs were not a good way to capture high yield in the long term, according to an AB survey.
Top 10 Ridiculous Luxury Christmas Gifts: 2015
If price is no object, these presents will look perfect, and perfectly ridiculous, under the Christmas tree this year.
Ex-Morgan Advisor, in Unusual Move, Takes FINRA Arb Case to Federal Court
Few advisors appeal a FINRA promissory-note ruling because the odds of winning are slim; however, Laurie Facsina’s case is different from most.