Five to Honor: Investing Pioneers—The 2015 IA 35 for 35
While advisors are intellectually curious about all manners of topics, it’s investing that really gets them going.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.
The S&P 500’s Dubious Anniversary: Ritholtz
The S&P 500 index looked very different 27 years ago than it does today, Barry Ritholtz writes.
The Robo-Advisor Battle Gets Personal
The public trash-talking among Schwab, Betterment and Wealthfront is entertaining, but I think our industry would be better served by a return to civil debate.
Schwab Cooks Up Smart Beta Hybrid
Charles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.
7 Smart Beta Questions, Answered
Research Affiliates' Jason Hsu explains what alternative indexing means, how it differs from traditional investing, and why it might be smart to get some.
4 Investing Strategies Bogle Gets Wrong: Ritholtz
Vanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
Faber’s No-Fee ETF — and Why Asset Allocation Doesn’t Matter
Concluding that low cost trumps portfolio optimization, investment quant Meb Faber provides an ETF to meet that need.
Russia Needs a Re-Fi, and Is Willing to Pay Up: Research Affiliates
The smart beta shop has long maintained that hated companies, and countries, make the most profitable investments.
Millennials Heavy on Stocks Despite Risk Aversion
Investors in general are allocated heavily to stocks, but millennials in particular are overweight equities, according to ICI and EBRI.