UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Are Investors Biased Against ‘Foreign Sounding’ Money Managers?
Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
Is Crowdfunding the Great Investment Equalizer?
The collaborative nature of crowdfunding can be ideal for some investors, particularly women. And there's room for advisors to help.
The Kids Are Not All Right, Financial Pros Worry
Two recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
Want to Lure Millennials? Forget ‘Retirement Planning’
XY Planning Network co-founder Alan Moore, 27, talks with ThinkAdvisor about his generation, his monthly fee model, and why advisors should rethink "retirement."
Fiduciaries to Pay $39M for Raiding Death Benefit Plans; Outcry Over DOL Rule Continues
A federal court entered a $39.8 million judgment in favor of workers who participated in more than 400 death benefit plans.
The Medium Is the Message, When the Subject Is Investor Protection
The Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
Women Need to Talk More About Money: Fidelity
Less than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.