International Investing Is Top of Mind for Advisors: Fidelity Survey
Advisors want to better understand how to allocate between domestic and international investments, Fidelity found in its first-quarter survey.
Eric Nelson: Why ETFs Are Inferior
The advisor and pundit argues ETFs are no way to optimize a client’s investment return.
Toward a Workable Fiduciary Standard for Brokers: The 7 Questions
To tell if brokers are really acting like fiduciaries, ask these seven questions about a client's portfolio to check for possible broker abuses.
Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend
Most articles written on active management vs. passive indexing rarely provide precise “apples to apples” comparisons, much less an all-institutional dialogue about true data.
Bill Gross Warns Investors: ‘Get Down Off This Peak’
The Janus Funds manager is warning that the Himalayan heights investors have scaled over a 35-year bull market leave no more room to climb.
Colleges Face Roadblocks to Socially Responsible Investing
A survey of college endowments finds that worries about lower returns or fiduciary duties hold them back from socially conscious investing strategies.
Ben Bernanke: Professor Turned Policymaker—The 2015 IA 35 for 35
It’s been said that the chairman of the Federal Reserve Board is the second most powerful person in the federal government, after the president.
Honoring Investment Managers Who Shine in Rainy and Sunny Times
When advisors outsource their investment management, the strategists they employ should post healthy performance numbers.
How We Picked Them: The 2015 SMA Managers of the Year
Choosing the annual SMA Managers of the Year takes several months and culminates in a live awards ceremony at the Envestnet Advisor Summit in Chicago, which this year will occur on May 7.
Beating Buy and Hold: A Thinking Man’s Guide to Market Timing
Investors have heard for ages that tactical strategies are a fool's errand. But the results of these high-caliber market timers speak for themselves.