The Myth of Beating the Market
What can you offer clients that’s distinctive and more likely to help you “win” over the market than picking outperforming stocks?
Are ETFs Breeding Systemic Risks?
The success of ETFs faces a backlash from critics who claim they create systemic risks for investors, but is that the case?
Sustainable and Impact Investing in U.S. Surges by 33%: Report
Investors are demanding more consideration of environmental, social and governance factors, US SIF reports.
When Trump Tweets, Investors Listen
What does a tweeting president mean for advisors and their investor clients?
Ahead of Inauguration, Investors Not ‘Fully Bullish’: Merrill
Fund managers said they were positioned for stronger growth and inflation, but cash levels rose above the 10-year average in December.
Bad Explanations for the Financial Crisis Won’t Die
A new group of economists recently challenged the prevailing theory; I respond by taking a page from Nicolaus Copernicus.
Top 10 Investing, Business Ideas for Advisors in 2017: Mercer
Among Mercer’s suggestions are to prepare for regulatory changes and align revenue compensation models.
DOL Quickly Releases Another Batch of Fiduciary FAQs
The new guidance for advisors includes some “pleasant surprises” and one “disappointment,” lawyer Fred Reish says.
Republicans Will Find Corporate Tax Reform Isn't That Easy
Tax reform is a relatively easy concept. As the current House bill shows, the difficulty is in the details.
DOL Releases Fiduciary Rule FAQ for Investors, Workers
EBSA’s Phyllis Borzi says the second batch of FAQs are “meant especially for workers and retirement investors.”