Merrill: Using Clients’ Emotions to Build Better Portfolios
Merrill's Michael Liersch is using behavioral finance to zero in on clients’ unique investment personalities to reach better outcomes.
Top 25 Best Cities for Millennials to Live
For financial advisors looking for hotbeds of up-and-coming clients, check out these rankings from Niche Local.
Roubini Sees Room to Run in U.S. Stocks
Nouriel Roubini, famously disposed to seeing the downside in economic news, thinks America’s raging bull market still has room to run.
What Buffett’s Farm Can Teach Investors
What investors should value, and what is a distraction, are key themes in Buffett’s widely anticipated annual shareholder letter, coming this weekend.
8 Trends for China’s Ultra-Rich in Year of the Horse
The number of Chinese worth $500 million and up should expand by roughly 6% in 2014 to 535 individuals.
The Battles That Shaped Dodd-Frank
Chris Dodd and Barney Frank shared anecdotes about what really keeps Wall Street awake at night and who has more political clout than big banks.
Should Americans Be Required to Save for Retirement?
“Everybody’s a rugged individualist,” said Anthony Webb, an economist at the Center for Retirement Research at Boston College, “until things go wrong.”
WSJ Upbeat, Roubini Down on Second Half
Just as the economy is showing signs of emergence from a lethargic recovery, economist Nouriel Roubini is warning Americans to lower their expectations, citing a Philly Fed report out today.
Delivering the Promises of Natural Gas
I am going to tell you about the role natural gas currently plays in the United States and the role it can, and should, play in America’s future.
The Disclosure Paradox: How Much Information Is Too Much?
Too much information can be as harmful to retirement plan decisions as too little.