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.
The Battles That Shaped Dodd-Frank
Chris Dodd and Barney Frank shared anecdotes about what really keeps Wall Street awake at night and who has more political clout than big banks.
India Seeks to Boost Foreign Currency Exchange
India’s economy has been suffering, but the country has thought of a solution that could go a long way to ease its fiscal woes.
Robert Shiller: Budget, Debt Fights a ‘Wash’ for Markets
The Nobel Prize-winning Yale economist said equities haven’t really reacted to the crisis one way or another.
Goolsbee: 3 Things That Will Save U.S. Economy (and 3 That Won’t)
The characteristics that will save the U.S. from Washington's "craziness" have been here all along, former Obama aide Austan Goolsbee says.