UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
Kahneman: Clients Driven by Losses, Not Gains
Advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
The Qualities That Make Fama a Mensch, Says French
Eugene Fama is known above all for his asset-pricing model; less well known publicly is that he is also a role model.
Research Affiliates Gives Its Forecasts Away for Free
Pssst! Want some detailed portfolio ideas from a highly regarded money manager, regularly updated and for free?
Gene Fama: When’s the Right Time for Active Investing? Never
The Nobel laureate remains a true believer in efficient markets and passive investing and blasts behavioral economists who "dredge for anomalies."
What It Takes for a Rookie Advisor to Survive, Part 2
More in Bill Good's series on how a rookie advisor can make it, from cold calling insights to prospect management.
How to Frame Annuities More Attractively
New research points to ways of increasing annuities' appeal.
The Retirement Market’s ‘F’ Word
Advisors who are new to retirement plan services may never have been subject to rules mandating fiduciary responsibilities, but ignorance is no excuse.
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?
What’s an Advisor’s Value?
A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”