Busting the Risk Myth of Women and Investing
The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.
Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow
The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...
Finke Study Warns: 4% Retirement Rule Is Dead, Long Live Annuities
"The bottom line is that the current low-yield environment is a retirement income game changer," Finke says.
Sentimental Fools: Pity the Poor Mutual Fund Investor
Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.
This Is Your Client’s Brain on Finance
Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.
No Alpha: Evensky’s New Research Delivers Fresh Blow to Actively Managed Funds
New research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers’ skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.
Bill Gross vs. the Equity Cult
Asking PIMCO founder Bill Gross his opinion of stocks is like asking the late Steve Jobs his opinion of Windows.
How to Get High Performance With Low Risk From New Strategy
Recent studies find that high-beta stocks don’t perform as well as they should, and that low-beta stocks do better than the model would predict. But why?
Advising the Aging Brain; Running a Cool Workplace: August Research—Slideshow
Financial decision-making ability peaks in middle age, according to a body of research cited by Michael Finke of Texas Tech University in his cover story for the August issue of Research, “The Challenge of the Aging Brain.” In “A Cool Place to Work,” Ellen Uzelac looks at how some advisors...
Investing and the Aging Brain: ‘What Do I Do When I Get Stupid?’
Financial decision-making ability peaks in middle age. Plan accordingly.