Warning: Bond Indexes Are Broken
Unlike their equity counterparts, there are distinct challenges with existing fixed-income indexes. What’s an advisor to do?
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
Predictions for 2014: Rodriguez, Fisher, Buckingham, Arnott
Our experts foresee market volatility in 2014—spurred by Washington.
Shiller vs. Fama: Which Nobel Winner Comes Out on Top?
Research Affiliates teases out the Nobel laureates' distinctive value approaches and finds a yawning gap between them.
How Advisors Can Understand, and Use, Smart Beta Strategies
A focus on 'improving the client experience' may well yield more innovation, especially in ETFs, says Tony Davidow of Schwab.
Are Fundamental ETFs Better?
While traditional market capitalization weighted funds still rule the roost, ETFs that use alternative weighting strategies deserve attention.
Index Investing King Rob Arnott Comes to Morningstar ETF Invest
The founder and evangelist of fundamental indexing presents upside-down portfolios to prove a point about the benefits of smart beta.
Want to Win the Investing Game? Bet on the Losers
If stocks are mispriced and it is possible to determine, generally, which ones are underpriced, why don’t more investors try to take advantage of this?
Arnott’s Value Firm Grabs Momentum ‘Hot Potato’ in Paper
The risk of a portfolio blowup is high, says Research Affiliates, but momentum investing could improve returns as a short-term add-on.
Schwab to Launch 6 Fundamental Index ETFs
“We know RIAs have been waiting for these ETFs, and we’re excited to deliver them,” says Charles Schwab Investment Management President Marie Chandoha.