Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Schorsch’s RCAP to Take Big Stake in E-Document Firm Docupace
The Docupace investment is intended to help affiliated independent advisors streamline workflow while bringing RCAP a recurring revenue stream.
Schorsch's RCAP Buys Girard, Nears 10,000 FAs
RCS Capital moves to add Girard Securities to the expanding Cetera Financial Group of IBDs led by Larry Roth.
Schorsch's RCS Rebrands IBD Unit, Stays With Pershing
The unit, renamed Cetera Financial, will include expanded marketing platform and consulting services, Cetera CEO Larry Roth said.
Schorsch’s RCAP Buys Another IBD, Reports Q2 Results
VSR Group will join RCAP’s Cetera Financial group, boosting its advisor count to more than 9,200.
How to Help Today’s Bond Investors
Many have suffered a 33% income slash, but there are some remedies.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
Financial Advisors Too Focused on Finance
Morningstar research suggests that investments — often the be-all and end-all for advisors — take on a humbler profile when clients' portfolios are considered holistically.
Taking the Indie Leap; Rethinking REITs: June Research Features—Slideshow
For advisors, going independent requires not just careful cost-benefit analysis but also a focus on their clients' confidence—and their own. Ellen Uzelac's cover story in the June issue of Research magazine probes what's involved in making such a leap of faith, and looks at advisors who have done it. In...
Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.