Lou Harvey: Retirement Advisors’ Value Is Misunderstood
The Dalbar CEO says the consumer media's focus on investment returns and plan expenses overshadows the challenges advisors overcome to foster retirement security.
Lou Harvey: Looking for Mr. Dalbar—The 2015 IA 35 for 35
The wizard behind the curtain of the ubiquitous research firm helped popularize behavioral finance and keeps the industry on top of important issues.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
Lou Harvey: Obama Just Blew Up Your Business Model; Here’s What to Do
If you’re an advisor focused on retirement, the Obama administration has just blown up your own retirement plan. Dalbar's CEO offers a survival plan.
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.
Which Advisors Have Loyal Clients — and Why?
Client loyalty is a key to advisors’ success. Here's how to keep it afloat.
Investor Education Is ‘Futile,’ ‘Totally Discredited’: Dalbar
Dalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.
A Modest Proposal: Prosecute Non-Fiduciaries Using Term ‘Advisor’
Dalbar CEO Lou Harvey has strong medicine for the ills described in today's fiduciary debate: allow only fiduciaries to call themselves advisors, prosecuting those who misappropriate the name.