Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.
The S&P 500’s Dubious Anniversary: Ritholtz
The S&P 500 index looked very different 27 years ago than it does today, Barry Ritholtz writes.
When Finance Turns Into a Calamity
Historical lessons offer little shield against future crises.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Top 10 Most Generous U.S. Donors: 2015
Tech world philanthropists star on The Chronicle of Philanthropy’s yearly list, representing nearly half the total amount donated.
3 Scary Questions on the Global Economy
Clients and friends have raised questions about the state of the global financial system. Here I'll attempt to address their concerns.
Momentum Stocks Stay in Vogue
The sectors that are hot right now suggest that investors are still happy to take risks.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Fidelity’s Feingold: 5 Investing Strategies for 2015
Jeffrey Feingold of Fidelity Magellan, a fund with 16% average annual returns over the past half-century, discusses his investing themes.