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.
15 Cheapest States for Long-Term Care: 2017
Genworth’s annual study on the cost of care nationwide, which includes home care and assisted living facilities, ranks LTC costs by state.
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.
Is It Finally Time to Look Beyond US Large Caps?
Investors have done well just tracking a benchmark in recent years. But when the correction arrives, a more tactical approach can deliver considerably more value.
Thaler, Famed for ‘Nudge’ Theory, Wins Nobel Economics Prize
Thaler will spend the prize money as "irrationally as possible," he says.
Think 7% Returns Are Coming Back Anytime Soon? Think Again.
Two prominent investment strategists cautioned advisors about future gains in client portfolios at FPA’s annual conference.
Top 3 Ways BDs Can Help FAs With DOL-Related Platform Shifts
Broker-dealers should help advisors with new technology, criteria for picking third-party asset managers and improved planning tools.