‘Buy’ Signal Persists in September: Merrill
Long Bitcoin was the most crowded trade in Merrill's monthly fund manager survey.
Third of UBS Assets Are in Sustainable or Impact Investments
“It’s quite clear this is no longer a niche anymore,” said Group CEO Sergio Ermotti.
10 Best Jobs of the Future: 2017
Kiplinger analyzed 785 jobs; these 10 have high salaries and are poised for strong growth in the coming decade. Financial advisor is one of them.
In Fund Manager Game, Consistent Base Hits Beat a Few Home Runs
Consistency in fund performance allows your clients to sleep at night, while reducing downside risk helps preserve your client’s assets during a crisis.
6 ETF Questions Advisors Ask Most
Franklin Templeton Investments’ David Mann outlines some of the main questions his firm gets from ETF clients. The answers will help both investors and advisors.
A Walk Through Richard Thaler’s Mind
“Father of Behavioral Finance” knocks traditional economic theorists and says we definitely should be worried about today’s stock market.
Trump Makes Deal With Democrats on Debt-Limit, Harvey Aid
Just hours earlier, Speaker Paul Ryan had told reporters the Democratic proposal was "unworkable" and "ridiculous."
‘Substantial Room for Improvement’ in Investors’ Financial IQ: AMG Funds
Only 9% of survey respondents could correctly identify market risk measures, according to the survey of 1,000 individual investors.
Helping Clients Recover Their Retirements: Pt. 1
This column on retirement is written for clients in their 50s or 60s who did not act, or whose planning was swamped by misfortune.
How Active Managers Can Get Their Groove Back
Rather than fearmongering, they may want to consider playing a supporting role to passive funds.