Jonathan Hoenig: Capitalist Pig, Ayn Rand Fan, Highly Successful Manager
The founder of Capitalistpig Hedge Fund says Social Security is immoral, advisors are too risk-averse and hedge funds are unfairly blamed.
Compensation Golden Rule: Money Can’t Buy Happiness
One of the biggest mistakes that managers make is using money as a substitute for active management.
Top 10 Most Disliked U.S. Companies: 2013
AdvisorOne focuses on the bottom 10 in a Harris poll ranking consumers’ opinion of the reputation of America’s 60 most visible companies.
A New Way to Buckle Up: Convergent and Divergent Strategies
After his “sure bet” against the deutsche mark temporarily wiped him out in 1920, John Maynard Keynes famously quipped, “The market can stay irrational longer than you can stay solvent.”
Top 9 Most Disliked U.S. Companies: 2012
AdvisorOne focuses on the bottom nine in a Harris poll ranking consumers’ opinion of the reputation of America’s 60 most visible companies.
The Custody Rule and its Ramifications
When an RIA takes custody of a clients funds or securities, risk to that individual increases dramatically. Rule 206(4)-2 under the Investment Advisers Act (better known as the Custody Rule), was passed to protect clients from unscrupulous investors.
Dennis Kozlowski: CEO Bonuses for TARP Recipients ‘Indefensible’
As news of the conviction and sentencing of hedge-fund manager Raj Rajaratnam settles down, it’s a good time to take a look back at the last “Bond Villain” to make the financial perp walk—former Tyco CEO Dennis Kozlowski.
Caveat Emptor for 401(k) Plan Sponsors
Most plan sponsors are unaware of their fiduciary duty and can be liable for fines and penalties as the DOL steps up enforcement.
Calvert Equity Portfolio’s England Finds Value in Socially Responsible Stocks
Richard England, who sub-advises the $1.7 billion Calvert Equity Portfolio (CSIEX), talks about how his stock picks match the firm's social responsibility criteria.
Investment Advisor's January 2011 Issue: Ben Warwick Won't Compromise on Getting Returns. Period
Ben Warwick explores the best places to allocate capital—and get clients to re-embrace investing—after the twin equity market debacles of the last decade.