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.
7 Smart Beta Questions, Answered
Research Affiliates' Jason Hsu explains what alternative indexing means, how it differs from traditional investing, and why it might be smart to get some.
Finding Your Client’s Place on the Efficient Frontier
Modern Portfolio Theory plays a role in academic finance, but for Dave Basten of API Funds, MPT plays a unique role in investment practice.
Micro-Investing App Lets Users Invest Spare Change
The app, Acorns, has no minimum account balance and uses ETF portfolios designed with the help of Nobel laureate Harry Markowitz.
Investor Behavior by the Book
As you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
Institutional Investors Pouring Themselves Into Risk Management
A study by BNY Mellon and Nobel winner Harry Markowitz finds investors focus on targeted returns and use of alternatives
The Real Value of Risk Questionnaires
Conversations with Geoff Davey of FinaMetrica and Steve Atkinson of Loring Ward reveal the relationship-building value of client risk assessments.
My Conversation With Harry Markowitz: MPT and Behavioral Economics
The father of modern portfolio theory can still educate and surprise, as in our conversation on how MPT can, and should, work with behavioral finance.
Investing for a Lifetime With Life-Cycle Investing
A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.