Gene Fama to Keynote 5th Annual Morningstar ETF Conference
Strategic beta, emerging markets, active management and alternatives are among this year's topics, as well as a keynote presentation from economist and Nobel laureate Eugene Fama.
New Hire Roundup: Janus Capital Adds Scholes, Alankar
Also in new hires, the SEC announced that Thomas Krysa has been named associate regional director for enforcement in its Denver office.
Is the Market Efficient? Cliff Asness Says Yes, and No
At Morningstar, AQR Capital’s leader presents Fama and Shiller’s arguments and says he has “learned to live with my schizophrenia.”
Gen X Looking at Lean Retirement as Wealth Trails
Good timing is not the age group’s forte. Many took out mortgages just before prices plunged, making them the most disadvantaged by the housing crisis.
Deena Katz and Harold Evensky, Next-Gen Mavens: The IA 25 2014 Profile
At a stage of their careers where many advisors slow down, Katz and Evensky are doubling down on their commitment to the next generation.
10 Myths About Momentum Investing: AQR Capital
A new paper by AQR Capital Management seeks to lend intellectual respectability to oft-derided momentum investing.
The 2014 IA 25 on the Next Generation of Advisors and Clients
Advisors and their clients are aging together. What does that mean for the industry?
IMCA’s ‘Capstone Gathering’ in Boston Attracts 1,700 Attendees
Executive director and CEO Sean Walters says event is growing in attendance even as its overall membership swells, with more independent advisors joining.
Will Delaying Social Security Benefits Be a Tough Sell to Clients in 2014?
Retirement planners may have a tough time in 2014 persuading clients to hold off on claiming Social Security benefits until the last year possible.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.