Top Portfolio Products: Schroders, Oppenheimer Add Funds
The two groups roll out products that focus on global assets, income and emerging markets.
The Best of Both Worlds: Active and Passive Investing
Passive investing is predicated upon the efficient markets hypothesis that it is impossible to “beat the market” over time except by being lucky. In reality, however, there is an abundance of evidence that markets are less than perfectly efficient.
Advisors: Clients’ Gender Clue to Understanding Financial Behavior
Whether or not they believe that men are from Mars and women are from Venus, financial advisors who want to better understand their clients’ financial behavior could be well-served to take gender into account.