Evensky’s 10 Tips for Retirement Success
During his speech at the Think Retirement Income conference, Evensky said that advisors too often focused on “the probabilities while ignoring the consequences.”
At ETF Conference, Reminders on Advisors’ Role and Investors’ Concerns
Doug Hodge of PIMCO kicked off the conference with a paean to the role of ETFs in client portfolios. In the Q&A that followed, investors' big concerns took center stage.
3 Strategies to Worry-Proof a Client’s Portfolio
Behavioral finance has established that even the strongest and most dedicated of investors are prone to panic when markets get rough.
Who Gets the Beach House? A How-To for Advisors on Helping a Family Decide
When Merrill's Stacy Allred sat down to help a family preserve their beach house, she quickly found herself facing a challenge that has affected many families.
Alphabet Soup Decoded
It is obvious to financial advisors and wealth managers that our profession has grown incredibly complex. IMCA is part of the solution
Shorting International Stocks
AdvisorShares has rolled out its second bear-market ETF. Here's why.
Focus on Clients’ Positive Financial Behavior, Consultant Says
From the outset, behavioral finance has focused on documenting irrational financial behavior of human beings, but advisors should turn their attention to the good behaviors their clients are practicing.
Why Do Active Fund Managers Closet Index? It's in Their Interest$
A new study seeks to locate active mutual fund managers’ incentives for closet indexing. One likely candidate: it will help their comp.
Profiles in Leadership: Great Leaders Use Both Sides of the Brain
Throughout his long and innovative career, Bill Chetney of LPL has exhibited three key traits found in many leaders. Read and learn.
Behavioral Finance in the Real World: Fund Profits From Human Bias
Ralf Scherschmidt's fund identifies small-cap companies in the developed world that are overlooked by market bias and then takes advantage of earnings surprises.