Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.
Behavioral Finance: Informational Inefficiencies Benefit Small-Cap Value Strategy
Common corporate actions like dividend increases and share repurchases are designed to improve companies’ capital structure and increase the value of their shares.
WOW: Not investments, but risk management
Whether it’s a basketful of goodies (plus aspirin) sent to tax professionals as a “tax season survival kit,” or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.
8 Really Bad Investments That Lost a Bundle
Even the big boys, like Warren Buffett, can lose big bucks on a bad bet.
Conducting Due Diligence on Reverse Convertibles
This product can be a great income producer in these low-interest-rate times, but first take these steps.
Consumers Get Upbeat
How important are consumers to the economy?
Apple Attains Dreaded ‘Death Cross,’ Experts Shrug
Hindenburg Omen, Skyscraper Curse–technical indicators of a coming crash have ghoulishly clever names.
What Makes Your Clients Tick? A Peek at 10 Finance Firms’ Customers
Looking to connect with potential clients? New Media Metrics analyzed the customers of 10 major financial institutions to discover their interests and favorite media, as well as the emotional pull of the banks themselves.
Critics Attack Dual Class of Manchester United Shares
Not everyone is happy about the Manchester IPO scheduled for Friday. Critics are especially hard on the share structure, which allows the Glazers to remain in control.
How to Detect if Your Fund Manager Is a ‘Closet Indexer’
There’s a simple trick for advisors to figure out whether an actively managed mutual fund tracks its benchmark index too closely. Ever hear of R-squared?