A 4-Step Investment Plan for Millennials
Young adults face tough financial challenges. Through these four simple steps, you can help address them.
The Unsinkable Sallie Krawcheck
Is Krawcheck weighing a robo-advisor offering? She remains tight-lipped on her plans, but tells ThinkAdvisor in a wide-ranging interview, "I'm not done yet!"
The Medium Is the Message, When the Subject Is Investor Protection
The Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
Wall Street Finally Blinks in Fiduciary Standoff
The securities industry has done a masterful job of deflecting initiatives to force firms to act in clients' best interest. Is it different this time?
The Opportunity in the Market's Small Cap/Large Cap Divergence
While equities seem to be placid, a look under the surface reveals some danger, and opportunity for options traders.
Surprise! Not Every Hedgie Loves the Lifted Ad Ban
Some in the hedge fund industry believe that marketing isn’t necessary for these sophisticated investments, and others worry that fraud may be an unintended consequence.
Will the DOL Finally Show that Fiduciary Advice Is Better Business?
Cornerstone of new proposal is expected to be “substantial economic analysis.”
Stand-Alone Living Benefits–Guaranteeing Lifetime Income Without an Annuity
A product that can fill a need when clients are wary of annuities.
What does terrorism possibly have to do with the future of investment management?
Making Tax Savvy Choices
Tax efficiency has long been sold as among the greatest advantages of ETF investing. Although that may have been true ten years ago, when most ETFs were linked to traditional stock and bond indexes, it isn’t necessarily true anymore.