The Heavy Price of Stockpicking
If the pros can't get it right, wealth manager Eric Nelson asks, what's the chance that a do-it-yourself investor will do any better?
SEC Gets an Earful From Advisors on Fiduciary Standard
Comments to the SEC from individual advisors—yes, most of them RIAs—call for one standardized fiduciary duty for all. Even Vanguard founder John Bogle weighed in.
DeLegge on ETFs’ Future, Spat With Bogle, as ETF Conference Nears
A chat with keynote speaker Ron DeLegge ahead of AdvisorOne's inaugural advisor-centric ETF gathering July 23, designed to provide advisors with the knowledge and tactics to successfully build client portfolios with ETFs.
Why Active ETFs Are Doing So Well: AdvisorShares CEO
Active ETFs are attracting more assets than passive ETFs did at the same point in the latter's development.
Vanguard: Why Do-It-Yourselfers Pick ETFs Over Mutual Funds
With so many investors flocking to ETFs, Vanguard has researched what’s driving that behavior. The answer, in a nutshell, is that for ETF investors, familiarity breeds contentment.
Bogle Blasts Financial Industry, Calls Compensation a ‘Disgrace’
Industry elder statesman and Vanguard founder John Bogle did not refrain from speaking his version of truth to power at Morningstar’s investors conference, condemning the financial industry’s grip on corporate America.
Seeking Alpha Creatively Is a Theme at Morningstar Conference
Portfolio managers are pouring into Chicago in an annual summer pilgrimage to the Morningstar Investment Conference, where those on a quest for alpha can slake their thirst in hearing the views of the mighty and the yet undiscovered.
Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab
Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use fundamental indexes.
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s
Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.
PBS ‘Retirement Gamble’ Documentary Draws Mixed Industry Response
NAPFA calls the film a "wake-up call" for legislators; ASPPA says it "conveniently ignores" other issues.