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Recent

Fiserv Upgrades UMA

Aug 20, 2018

Here Come the Robo Hedge Funds

Aug 20, 2018

My Life as a Client: Free Dinners, Bad Advice

Aug 20, 2018

Diagnosing and Treating Empty Structures Syndrome

Aug 20, 2018

Six Tips for Effective Corporate Giving

Aug 17, 2018

Featured

Blockchain Explained

Jan 31, 2018

Five Car-Buying Mistakes Clients Make

Apr 05, 2018

Six Trends in Financial Advisor Compensation

Jun 27, 2018

Seagram’s Heiress Bankrolls Alleged Sex Cult

Jul 26, 2018

Highlights

Can You Get Alpha Out of ETFs?

Jul 17, 2018

Zero in on a fund’s active weight for answers.

Wells Fargo: Expect Lower Returns in the Future

Mar 01, 2018

Wells Fargo forecasts a dip in returns, African Americans are upbeat about their financial futures and a new ETF...

Another Bubble In 2018? Fine Wine

Dec 27, 2017

Fine wine set to fall, John Hancock launches app and blockchain to blow up by 2022.

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Ex-Morgan Stanley Broker Pleads Not Guilty to Insider Trades

Sep 06, 2017

Michael Siva, of West Orange, New Jersey, is just one of seven people charged in the alleged scheme.

The Power of Passivity: A Chat With Charley Ellis

Oct 11, 2016

Charley Ellis has been preaching about the benefits of passive investing for a long time. In 1975, he wrote the now-classic article "The Loser’s Game," which challenged the traditional wisdom about the investment business&mdash...

A Fee-Based Annuity for the DOL Era?

Sep 22, 2016

Proud to be Great American. Great American Life Insurance Company has introduced a new fee-based fixed indexed annuity with an optional guaranteed income rider that the firm says meets the compensation requirements of the Department of Labor’s...

That $100,000 Painting Bought to Flip? Yours for About $20,000

Sep 19, 2016

(Bloomberg) -- Art dealer and collector Niels Kantor paid $100,000 two years ago for an abstract canvas by Hugh Scott-Douglas with the idea of quickly reselling it for a tidy profit. Instead, he is returning the 28-year-old artist’s...

Muni-Bond Investors Love Fund Managers Even When They Fall Short

Aug 29, 2016

(Bloomberg) -...

Want a Hedge Fund Job? Knowing About Wavelets Improves Your Odds

Aug 29, 2016

(Bloomberg) -...

Bad Dream Comes True for Quants as Momentum Trade Goes Low Beta

Aug 26, 2016

(Bloomberg) -- A bad quarter for automated managers is an example of what can happen when the lines blur around one of...

Thought Volcker Rule Went Too Far? There’s More Coming for Banks

Aug 26, 2016

(Bloomberg) -- After years of grappling with the Dodd-Frank Act, banks will soon learn what regulators want to do next to rein in Wall Street’s risky investments...

‘Hot Commodity’ Iron Ore Is Destined to Cool, Citigroup Says

Aug 23, 2016

(Bloomberg) -- Iron ore, dubbed by Citigroup Inc. as one of the hot commodities of 2016, looks set to cool off. Prices may soon sag as supply rises and steel demand fades, the bank said, adding to a chorus of forecasters who are calling time...

A “Stickier” Alt Fund?

Aug 22, 2016

Alternative funds may be more prone to performance chasing. Does a fund-of-funds approach work better?

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