Shelley Bergman: Portrait of an ETF Strategist
Morgan Stanley's Shelley Bergman is a master at investing in exchange-traded funds—and a critic of many of the industry's expanding offerings.
Top 5 Reasons to Look at Green Bonds
Values-based investments offer global growth opportunity to retail investors.
New Hire Roundup: Putnam Names Gould Head of Institutional Management
In another personnel move, Mariner Wealth Advisors has added ex-NFL quarterback Mark Vlasic as a senior wealth advisor.
9 Reasons Why Alan Greenspan Is Wrong About Everything
Former Federal Reserve Chairman Alan Greenspan recently laid out nine reasons the economy stinks. Here’s why he’s wrong, according to New York Life’s John Kim.
The Biggest Lie of the New Century
The claim that bank executives did nothing illegal during the financial crisis is simply implausible if not laughable, Barry Ritholtz writes.
Factoring Medicare Part B Premiums Into Financial Plans
Since I’ve built my own financial planning software, I can forecast clients’ Medicare Part B premiums as part of their future expenses in retirement.
New Hire Roundup: Altegris Names Murphy Deputy CIO
Also in new hires, Lindsey and Lindsey adds Christina Lindsey Orta, and former Gov. David Paterson joins IFS Securities.
3 Big Concerns About Nicaraguan Canal Plan
Second-poorest country in the Americas could lose out, destroy natural assets in quest for growth.
TDFs Gobbling New Fund Assets: Morningstar
TDFs got nearly one-third of net new assets at firms that offer them, Morningstar said. At T. Rowe Price, TDFs got 90% of new assets.
Trends Point to Growth & Stability
Developed nations are showing renewed signs of stability in output growth and employment, according to recent data from the International Monetary Fund. Meanwhile, the emerging markets of the world have hit an important milestone: Their combined gross domestic product now represents more than 50% of global production, a recent IMF...