Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when investing on behalf of your clients, but it's even more difficult to do so consistently.
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Why the IA 35?
While I’m not a fervent believer in the “Great Man” theory of history, I do believe that individuals make a big difference in the history of the world, of nations and of families.
The Legacy of John Bogle, the Man in the Arena
Few advisors realize that Vanguard founder Jack Bogle is a lot more than just the “index” guy.
‘Modern Portfolio Theory Is Dead’: Sierra’s David Wright
David Wright might be soft-spoken with a professorial tone, but he didn’t hold back with his controversial comments at NAPFA’s Spring Conference 2013 about future trends and where the markets are headed.
Mercer Incorporates Retirement Income Solution in 401(k) Offering
Mercer, a global HR outsourcing company owned by Marsh and McLennan, and Financial Engines, an RIA founded by Nobel Prize-winning economist Bill Sharpe, announced Monday that Financial Engines’ Income+, a retirement income platform designed specifically for 401(k) plans, has been rolled out to Mercer’s defined contribution administration client base.
Editor's Choice for Week of March 15, 2010: Financial Services Reform Bill, the FOMC, and the State of the Economy
What's happening this week.
Beta Morphs From Alpha
When huge amounts of assets pile into managed strategies and everyone starts to invest to replicate that alpha, alpha evolves into beta.