Jul 11, 2017

Generation X marks the spot for wealth managers’ next big fee pool.

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 today’s hot-button investment themes: factors...

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 23, 2016

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