Breaking Down International Investing
Advisor Debra Morrison explains the benefits of international investing to clients by using the analogy of baking a cake.
New Hire Roundup: Advisor Software Adds Nguyen as Chief Technology Officer
Meanwhile, Hartford Funds announced that Tom Scanlan, Tom Monks and Nick Hammer have joined as advisor consultants.
Eric Nelson: Why ETFs Are Inferior
The advisor and pundit argues ETFs are no way to optimize a client’s investment return.
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
Time to Add Profitability to Portfolios: Eric Nelson
Servo Wealth Management expert finds that including profitability as a portfolio factor both boosts returns and lowers risk.
The Qualities That Make Fama a Mensch, Says French
Eugene Fama is known above all for his asset-pricing model; less well known publicly is that he is also a role model.
Hussman’s Returns, Like His Forecasts, Are Dismal: Analysis
If a person can be too smart for his own good, portfolio manager John Hussman may be feeling the agony of high intelligence right now.
How Advisors Use Educational Tools for Their Clients
A Practical Perspectives study examines client-approved resources, including where advisors get them and which topics are most sought after.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
Surprising Pick for Safety, High Returns: Emerging Market Stocks
Emerging markets stocks produce higher returns over time, but are they worth all the portfolio whiplash your clients must endure? Servo’s Eric Nelson says yes.