Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.
Wall Street Bond Dealers Whipsawed on Bearish Treasuries Bet
Betting against U.S. government debt this year is turning out to be a fool’s errand. Just ask Wall Street’s biggest bond dealers.
iShares Sees 3 Big Trends for Institutions’ ETF Use in 2014
Following "test drives" by many last year, BlackRock unit expects institutions, including RIAs, to increasingly use ETFs strategically and tactically in 2014.
Retirement Plan Participants Willing to Accept Restrictions
Retirement plan sponsors and consultants may have support for plan design reform from an unexpected source: plan participants themselves.
Charles Ellis: The ‘Glory Days’ of Performance Investing Are Over
At Think Retirement conference, author and consultant argues that indexing will allow advisors to focus on clients’ real needs.
Advisors as Servant and Leader, Preventing Wire Fraud and More: August Investment Advisor—Slideshow
Charles Ellis, the best-selling author, consultant and Ivy League professor who founded Greenwich Associates, has some simple advice for advisors who want to grow strong firms that should be obvious but frequently isn’t: Be a good leader and serve your mission well.
“To see what is in front of one’s nose needs a constant struggle.” —George Orwell
Charles Ellis: The Key to Being a Great Leader and Building a Great Company
The legendary consultant and best-selling author explains that being on a mission to serve is the vital concept that will take your firm to the next level.
New Hire Roundup: Christian Brothers Appoints Four
This week in new hires, Christian Brothers Investment Services announced four key appointments, and American Century welcomed Joseph Schultz.
Hedge Fund Investors Aren’t Benefiting From Expanding Rules: Survey
Only 10% of institutional investors felt that new regulations would protect their interests, and 85% rejected the notion that they would prevent the next financial crisis, according to an Ernst & Young survey.