Why Advisors Fail to Land Hot Prospects
You’ve got a crack at a multimillion-dollar account. You go in there with everything you’ve got. And you lose the opportunity. What happened?
What Would Scottish Secession Mean for Investors?
Moshe Milevsky, Niall Ferguson and Axel Merk comment on the economic damage, as well as potential investor opportunity, implied by Scotland's independence vote.
12 Best States for Adjusted Advisor Pay
Low cost of living often offsets lower advisor pay in some states, while in other states high pay offsets high cost of living.
Financial Planning and Hiking on Half Dome
Reflections on a challenging Yosemite hike.
Trend Following Isn't the Only Managed Futures Strategy
The managed futures corner of the alternative investment space is one of the first places astute investors turn for diversification from traditional asset classes.
Merrill: Using Clients’ Emotions to Build Better Portfolios
Merrill's Michael Liersch is using behavioral finance to zero in on clients’ unique investment personalities to reach better outcomes.
How to Frame Annuities More Attractively
New research points to ways of increasing annuities' appeal.
Are Killer Robots the Next Black Swan?
Assessing the threat of out-of-control financial AI.
Tiger 21 Celebrates Founding With 260 Ultra-Wealthy Members
Tiger 21, the peer-to-peer investor group for ultra-wealthy investors, is celebrating the 15th anniversary of its founding in New York this spring.
Niall Ferguson: Will Bitcoin Banish U.S. Dollar, or Will U.S. Dollar Banish Bitcoin?
Have Google, Apple, Yahoo, Facebook, Twitter and Bitcoin leveled the playing field between ordinary citizens and government, or have they been co-opted?