Lou Harvey: Looking for Mr. Dalbar—The 2015 IA 35 for 35
The wizard behind the curtain of the ubiquitous research firm helped popularize behavioral finance and keeps the industry on top of important issues.
Fossil Fuel Divestment: Portfolio Consequences and Strategies
Our research suggests that institutions could be better served by a “divestment” portfolio than individuals, but there’s much more to the story.
The Hidden Reason Revenue Bonuses Don't Work in Advisory Firms
Our data suggest that to find the culprit for why these bonuses don't work, you should look not at your employees but in the mirror.
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
Investors Pile Into Energy ETFs
Investors poured $1.2 billion into energy-related ETFs during the first three weeks of March when oil prices fell 7.2%. Were they smart or foolish?
Tax Loss Harvesting: Beware of Unrealistic Expectations
Once an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
30 Best Big 401(k) Plans: BrightScope
These $1 billion-plus 401(k) plans saw higher participation, deferral rates and average balances in 2014.
Glenmede Small-Cap Equity: 2014 Small-, Mid- and SMID-Cap Equity SMA Manger of the Year
Glenmede’s Small-Cap Equity strategy was honored for consistency, discipline and "never wavering from core strategy."
5 Market Investing Tips for Rest of 2014
The strongest performing groups in the equity sector so far in 2014 could be promising in the coming months.
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.