Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
Benartzi, Thaler and Previtero Attack the ‘Annuity Puzzle’
By Gil WeinreichFinancial industry professionals have long grappled with the so-called 'annuity puzzle'-the quandary as to why savers who would seem to rationally benefit from annuitizing a portion of their savings do not avail themselves of the opportunity.
October 17, 2011
At CFDD 2011, Peng Chen Emphasizes Human Capital'If you take a step back and really think about what were in this business for, its helping the individual investor,' said Peng Chen, president of Morningstar Ibbotson, as he opened the conference of the Center for Due Diligence 2011.
October 17, 2011
Mutual Fund Excellence Award Winners: S&P Capital IQVanguard, Manning & Napier, T. Rowe Price and Tweedy Browne all won multiple awards in this year's S&P Capital IQ U.S. Mutual Fund Excellence Awards Program.
October 16, 2011
Why Advisors’ Heads Are Too Big for Their Performance BritchesThe origin, and effects, of overconfidence bias among advisors
October 12, 2011
Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a ThingBillionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his fathers footsteps even though he wont be inheriting his dads fortune.
October 11, 2011
Vanguard Launches 401(k) Plan for Small BusinessesVanguard launched a small business 401(k) plan service in September that provides a low-cost plan, including index funds and target-date funds, in a bundled retirement plan package. The service is provided directly to sponsors of 401(k) and profit-sharing plans with assets up to $20 million, as well as to advisors...
October 11, 2011
Multi-Family Offices Moving to Pooled Investment Vehicles: CerulliFamily offices increasing use of pooled investment vehicles presents an opportunity for wealth managers, Cerulli reports. Family offices also pick vehicles with potential for superior after-tax performance.
October 11, 2011
PIMCO’s El-Erian: Listen to Occupy Wall StreetAlthough some think that the movement will simply dissipate without effect, El-Erian said that instead it was part of a worldwide drive for greater social justice.