What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow
The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns.
Running Out of Money
It is a major fear for many Americans. In fact, there is excellent research to support the idea that Americans fear running out of money in retirement more than they fear death.
Thriving Amid Low Rates
Income investors have been crushed by the depressed interest rate environment.
The Meaning of Life
September is Life Insurance Awareness Month … whoa, wait; stop. Stay with me.
Why So Many Americans Die Poor, and Other Big Retirement Questions: MIT’s Poterba
Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? These are just some of the key questions that award-winning economist James Poterba has investigated.
Can the elderly withstand the financial impact of health shocks? Is the annuity puzzle really so puzzling? Will the...
Half of Americans Die With Almost No Assets
A disturbing study from three Ivy League researchers finds that almost half of Americans die owning less than $10,000.
Commonwealth Financial’s McMillan Launches Blog on Economy, Markets
The BD’s chief investment officer’s musings are aimed at educating advisors and their clients.
4 ‘Absolutes’ for Successfully Connecting With Clients
"What is the No. 1 indicator of success?" marketing executive Maribeth Kuzmeski asked attendees at the Cambridge Women Advisors Forum in Denver.
‘Living Wills’ Expose Banks’ Fragility, but Won’t Forestall Disaster
Sunday is the deadline for the biggest banks to submit "living wills" providing regulators a roadmap to break them up if the financial system is threatened. But Simon Johnson says the time to break up too-big-to-fail banks is now.
Most Advisors Caught Failing Clients in Research ‘Sting’
Results of findings by National Bureau of Economic Research, which had undercover actors portraying clients, showed Boston-area advisors putting their own interests first.