Investors Plan to Boost Alternatives Allocations
Sixty-six percent of institutions and HNWs in an Altegris poll said they planned to allocate more to alternatives in the next six months.
4 Unusual Ways Millennials Are Different From Boomers
Being younger and healthier is just the beginning, a Goldman Sachs study finds. How they buy, and how they refer, is different than their elders.
3 Myths of Retirement Investing
Rod Greenshields of Russell Investments sees three widespread myths that threaten the financial health of investors, particularly those in or near retirement.
ProfitScore’s Fixed Income Approach Sets It Apart
John McClure’s most popular strategy and, based on recent market action, the most timely, is his Long/Short U.S. Treasuries Index.
What if We Replaced IRAs and 401(k)s?
A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.
Maria Bartiromo: More ‘Money Hammer’ Than ‘Money Honey’
The Fox anchor talks to ThinkAdvisor about her advice for FAs, why business news is sexy and why beauty only gets a journalist so far.
Vintage Watch Prices Keep on Ticking
The best vintage watches are "fetching phenomenal sums of money right now," longtime collector James Dowling says.
Research Affiliates Screens for Smart vs. Dumb Dividends
The investment firm says its dividend strategy adds 2% per year by picking "cherries" and screening out "lemons."
El-Erian: Fed to Hike Rates in September
The impending tightening of monetary policy, the economist says, will be "the loosest tightening in the modern history of central banking."
House Panel to Keep SEC Budget Flat as Lobbyists Lose Hope on User Fees
The advisory industry needs “to move on to other [exam] options” like third-party audits and raising the AUM threshold for state-examined advisors, says TD's Schweiss.