Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
Using Monte Carlo in Financial Planning: The Assumptions
When creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.
How to Blend Active and Passive Strategies for Better Outcomes
Advisors historically invested exclusively in either active strategies or passive strategies, rarely using them together.
Get the Word Out to Get Women In; Blending Active and Passive Strategies: October Investment Advisor Features—Slideshow
For our second annual women’s issue, Investment Advisor spoke with several female executives and business owners for an inside look at the state of women in the industry.
Bill Gross Says Adios to PIMCO, Joins Janus
Gross will start Sept. 29 at the new Janus office in Newport Beach, Calif., and will begin managing the Janus Global Unconstrained Bond Fund on Oct. 6.
A Financial Plan’s Two Most Important Assumptions
Amid the myriad of inputs into a financial plan, there are two on which it’s important to run a Monte Carlo simulation.
How Liquid Are Liquid Alts?
A MarketWatch article claims that the term liquid alternatives typically means buying illiquid securities—like private credits and some derivative issues—is unfounded. Here's why.
PIMCO’s ‘Secret’: Its Managers, Including Bill Gross, Still Trade Daily
PIMCO’s Jerome Schneider told Morningstar ETF conference attendees that the bond giant's portfolio managers, even CIO Gross, still spend much of their time trading.
Beware: ETN Pitfalls Abound
ETNs have a number of benefits, but also shortcomings, including credit risk and taxation. It's important that advisors weigh ETNs' pros and cons to make the right choice for clients.
When Active ETFs Aren't Really Active
Because of the SEC's approval of transparent, actively managed ETFs, advisors can now select from an increasing array of passively and actively managed ETFs for building and maintaining client portfolios.