Merk: Bubbles Pop When Everyone Piles Into the Same Trade
The currencies expert warns that investors, unlikely to correctly time the turning of the tide, should seek "true diversification" now.
When Is Risky Investing Safe and Safe Investing Risky? Now.
At Envestnet Summit, Zachary Karabell says advisors and investors shouldn’t put much stock into what central bankers say about the valuation of equities.
On Mother’s Day, Forget Roses Give Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
Robo-Advisors a Potential Threat but Coexistence Is Possible: Survey
Advisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
The 3 Top Risks to Client Art Collections
HNW families don't always manage the physical risks to their increasingly valuable art collections with the same rigor they employ when managing financial investment risk.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
Hedge Fund Firm GMO Says Stop Hedging Your (Foreign) Bets
The Boston-based hedge fund firm argues that, paradoxically, hedging foreign equity actually increases risk.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.