Smart Beta Is First Among Equals in Schwab’s Book
Anthony Davidow may be unique among financial executives in managing to express a viewpoint in his job title: alternative beta and asset allocation strategist.
Dissecting John Bogle’s Anti-ETF Banter
The Vanguard founder often cites exchange-traded funds as a source of investor and market woes. Is that view warranted?
The Perils of the Indexing Crowd
New risks emerge as investors pile into a strategy.
What Bill Gross’ Resignation Means for PIMCO, Janus & Markets
John Bogle, Lou Harvey and other experts discuss how the fixed-income guru's "rock star status" could affect fund flows and the industry.
Lots of Testimony, Much Dissent on Retirement Fixes
Senate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
Congress Begins to Tackle Retirement
Congress this week is turning its attention to the country’s retirement security crisis, particularly for workers in small and midsize businesses.
Industry Gears Up for Fiduciary September
Advisors are beginning to think that if regulators won't move forward on fiduciary rules, maybe the profession should, TD Ameritrade's Skip Schweiss tells ThinkAdvisor.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
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.”