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.
American Funds Fights Active Management ‘Misperceptions’
Decades old, the debate over passive investment strategies vs. active isn’t about to die down anytime soon.
Gene Fama: When’s the Right Time for Active Investing? Never
The Nobel laureate remains a true believer in efficient markets and passive investing and blasts behavioral economists who "dredge for anomalies."
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.
Clients Want Ethical Advisors. Are You One?
Steven Blum, author of "Negotiating Your Investments," says advisors’ duty to clients goes beyond a fiduciary standard.
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.”
Brightman, Ferri Slug It Out Over Smart Beta
Is smart beta really better beta? Research Affiliates' Chris Brightman says yes, but Rick Ferri was having none of it at a Morningstar conference debate.
John Bogle, Index Icon, Accused of Timing Market
Servo’s Eric Nelson wrote a blistering critique of Vanguard founder Bogle after an interview in which the indexing icon endorsed tactical allocation.