When the mutual fund scandals broke in 2003, some of the most notorious villains were so-called side-by-side managers money managers that ran mutual funds and hedge funds at the same time.
SOME PEOPLE have too much of a good thing: The 2001 tech wreck taught a lot of advisors and their clients that. In fact, no advisor worth his salt would suggest that a bond fund, a small-cap fund and exposure to, say, the 10 industry segments of...
Socially responsible investing (SRI) is still relatively uncharted territory for most advisors, according to a recently released study; however, since more clients are demanding SRI than ever before, it may be time to get wise.