New Hire Roundup: Morningstar Adds to Fund Research Team
This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.
Renowned Planner Evensky Joins RMA Designation Board
Renowned financial advisor Harold Evensky recently joined the Board of Governance for the retirement management analyst (RMA) designation program.
How Are Advisors Managing in a Low-Rate Environment?
While the Federal Reserve's reaffirmation Wednesday of its zero-rate policy is great news for home buyers, low rates remain a significant challenge to retirees and their financial advisors...
Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation
Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
For years, atmospheric sciences professor Tim Garrett has been intensely curious — as many are — about what actually drives financial wealth.
If Demographics Is Destiny, Economy Is Already Declining: Data Guru Short
If a picture could tell a thousand words, Advisor Perspectives’ Doug Short, speaking at the RIIA’s spring conference, probably hit the trillion mark.
What does terrorism possibly have to do with the future of investment management?
Like Rome, Is U.S. Doomed to Decline?
Historian and farmer Victor Davis Hanson told the gathering at the Retirement Income Industry Association annual meeting in Boston that the long-term future of the U.S. is as hopeful as its present is dismal.
How a Freethinking Economist Saved Your Retirement Portfolio
Research by economist Richard Thaler, a professor at the University of Chicago, has “nudged” vast numbers of Americans to a higher savings rate.
New Hire Roundup: Murphy New FSC President/CEO; MSRB Taps New Officers, Board
This week in new hires, FSC named Jerry Murphy its new president and CEO, while MSRB announced new officers and members of its board.