Five to Honor: Investing Pioneers—The 2015 IA 35 for 35
While advisors are intellectually curious about all manners of topics, it’s investing that really gets them going.
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.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.
SEC Wants to Give Everyone a Chance to Be a Bond Trader
What's the more important job for the SEC: optimizing market efficiency and stability or protecting retail investors?
Is the Market Efficient? Cliff Asness Says Yes, and No
At Morningstar, AQR Capital’s leader presents Fama and Shiller’s arguments and says he has “learned to live with my schizophrenia.”
More Than 1,000 Advisors Attending Morningstar Conference; Gross, Asness Highlight Speakers
Also, Rick Ferri will dialogue with Chris Brightman of Research Affiliates—beehive of smart beta—on alternative indexing: desirable for honey or dangerous for its sting?
On Smart Beta, Smart Skeptics
While many institutions and advisors have put money into smart-beta vehicles, there are as many asset managers and industry observers who are skeptical, to put it mildly, of smart-beta proponents’ claims.
Bogle Hailed as Warrior for the Common Investor
Michael Zeuner and Jim Patrick of Institute for the Fiduciary Standard remain optimistic, tying John Bogle's "investor first" approach to the fiduciary standard.