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?
Raymond James, the New Borders Bookstore?
Fiduciary advocates need to reframe the battle: think "disruptive innovation," as has happened to book publishing and is happening to BDs.
Niall Ferguson: The Black Swan Investors Should Fear
The conservative Harvard economic historian says there's a problem much bigger than Fed tapering for investors to worry about.
How the Fed Is Eroding Society: Grice
Dylan Grice's worrisome view of markets highlights a slow-motion unraveling of trust inflamed by the world’s central bankers through quantitative easing.
IMCA 2014 Key Speakers: Blinder, Silver, Milevsky, Edelman
Attendees at the IMCA conference in Boston will hear insights from Moshe Milevsky, Nate Silver, Ric Edelman and more. Alan Blinder gave the keynote speech.
BofA’s ‘Better Money Habits’ Program Can Be a Barometer for Advisors
By understanding what financial topics the general public is looking up, advisors can better anticipate where their clients need the most guidance.