Value Investors’ Inconvenient Truth: They Lose to S&P 500
Value shop Research Affiliates argues that, ironically, “value investors are supplying a premium to other market participants rather than collecting one.”
DOL Has Worked ‘Very Closely’ With SEC on Fiduciary Plan: Perez
The Labor secretary told CNBC that DOL wants to create a "level playing field" for advisors that are already putting their clients' interests first.
Warren Buffett’s 8 Warnings for Investors
The Oracle of Omaha owns up to his failings in the 50th annual Berkshire Hathaway shareholder letter, providing plenty of investing advice along the way.
Jack Bogle: Investing Outside U.S. Not Worth the Risk
Also, Bogle says role of advisors should be to keep clients from making bad investment choices.
The Wall Street ‘Election’ Campaign Is On. How Will You Respond?
Brokerage lobbyists have framed the debate, and fiduciary advisors are way behind in the polls.
Fiduciary September and What’s Possible
What we learned during Fiduciary September from John Bogle, John Taft, Barbara Roper, Troy Paredes and Robert Plaze.
Is the Market Efficient? Cliff Asness Says Yes, and No
At Morningstar, AQR Capital’s leader presents Fama and Shiller’s arguments and says he has “learned to live with my schizophrenia.”
Rob Arnott and the Rise of Smart Beta
These strategies, developed by Rob Arnott, have attracted tons of money and adherents, but critics too. What does it mean for you and your clients?
Investor Alpha ‘Readily Available’ but Not Painless: Research Affiliates
Above-market returns, often called elusive, are there for the taking for investors who can stomach a little discomfort, says Chris Brightman of Research Affiliates.
The 6 Ways to Build a Successful Corporate Culture
Forming a corporate culture that everyone embraces will not only make your firm a better place to work, but will increase your chances of success.