Alicia Munnell Examines 6 Ways to Boost Retirement Savings
The Bipartisan Policy Center lists some ideas, but one proposal in particular "severely limits the usefulness of the document," retirement scholar Munnell says.
Vanguard, the Unlikely Savior of Active Management
The Bogle-founded firm, the champion of passively managed funds, has provided a blueprint for actively managed funds.
Top Negotiator Offers Tips for Dealing With Clients
Success as an advisor is largely a matter of learning to negotiate, “Working with Difficult People” author Raphael Lapin tells ThinkAdvisor.
Millennials and Attorneys Make the Same 4 Financial Mistakes
Many successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
SMA Manager of the Year Rick Schmidt on Collaboration Without Consensus
In addition to winning for best international strategy, Harding Loevner won the award for best manager overall.
SMA Manager of the Year Mark Wynegar on Valuation
Tributary Capital Management's Small-Cap Equity portfolio manager shares what he looks for when choosing positions.
SMA Manager of the Year Geeta Aiyer on Creating Value in ESG Investing
Some advisors have hesitated to put their clients in ESG investments because they believe they don't provide the same rates of return as traditional products.
SMA Manager of the Year Justin Greene on DOL Fiduciary Rule
Russell Investment’s managing director explains how firms can be sustainable under new fiduciary rule.
SMA Manager of the Year Cory Robinson on Bond Duration
TJIM's Cory Robinson talks about what duration means for bond strategies in low-interest rate environments.
SMA Manager of the Year Paul Viera on Industry Expertise
EARNEST Partners’ founder and CEO explains why you don’t need buy- and sell-side analysts on your research team.