Jeremy Grantham, GMO’s chief investment strategist, kicked off Morningstar’s annual investment conference in Chicago warning that equity markets are overvalued and “creeping nicely and slowly toward bubble land,” but that we weren’t there yet. Ra...
Activist funds are hot right now, but advisors may want to let the space cool off before jumping in.
While Fed developments should not be ignored, they should also not be an obsessive focus as they are only one element driving the markets.
The industry needs a few good men (and women).
Almost three quarters of broker/dealer and RIA firm executives feel there is an advisor talent shortage, according to a recent poll by Fidelity Investments. But they’re not changing how they recru...
Out of our cold, dead hands. | Copyright Melanie Conner, Getty Images
The bond between a professional advisor and his clients is not easily broken. In fact, most consumers would rather give up their smartphone, favorite dessert or coffee to ke...
Investors go where the money is. | selensergen/iStock/Thinkstock
Along with its stock market, the number of millionaires in China has skyrocketed, up 82 percent from 2012 to total 2.4 million, and another 50 percent to 3.6 million in 2014. In ...
Fee-based? That's a lie. | jesadaphorn/iStock/Thinkstock
Advisors should never use the term “fee-based” to describe their business. Writing on his Scholarly Financial Planner blog, Ron Rhoades outlines the narrow scope in which advisors can le...
Recent calls by pension fund leaders for companies to rethink share buybacks and to invest more in their businesses are not resonating with some wealth management leaders...
