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  1. Do We Need a 'Harmonized' Fiduciary Standard?

    Efforts to sync a standard between stockbrokers or insurance agents and advisors would fall short.

  2. How to Overcome the Threat Posed by Automated Investment Advice

    New tools and competitors are forcing advisors to more clearly define the value they provide to clients.

  3. The Effect of Framing on Financial Decision-Making

    People respond differently to options based how the options are presented. That matters for your clients.

  4. Moats in Practice

    Analysts discuss how they incorporate the moat methodology into their work.

  5. Are Index Funds Too Soft on CEOs?

    Let's look at the argument that indexers fail with corporate governance.

  6. Buying Software That Helps, Not Hinders

    Whether your software purchase is a big or small commitment, make sure it is the right one.

  7. Will Tax Reform Hit Retirement Contributions?

    A mandated shift to Roth-style plans would harm middle-class workers.

  8. The Perfect Storm for Active Stock-Fund Managers

    They have faced the stiffest possible headwinds.

  9. Indexing in America

    Tocqueville told us why it would take root in a democracy.

  10. Why Have Investors Bailed on Low-Volatility Funds?

    A bout of underperformance seems to have led many to jump ship.

  11. ETFs Aren't Always What They Seem

    The curious disappearance of the company called PureFunds.

Recent Videos

  1. Should Investors Be Concerned by North Korea?

    Mark Williams, manager of the Liontrust Asia Income fund, talks about Kim Jong Un, Donald Trump, and the impact on stock market returns.

  2. The Week Ahead: Darden, Nike Report as Quarter Winds Down

    We're also watching consumption data for signs of inflation. Plus, home sales, a revision to the second-quarter GDP reading, and durable goods orders.

  3. Can You Replicate a Strategic Beta ETF at a Lower Cost?

    Alex Bryan compares strategic beta funds against cap-weighted funds to see if the strategies are really so unique.

  4. Pet-Food Trends Strengthen Blue Buffalo's Moat

    The narrow-moat pet food leader has a good reputation, a premium-only lineup, and an attractive valuation.

View More

Recent Articles

  1. Southern California Bond Managers: Big Smoke, Small Fire

    Much personal drama, not much investment disparity.

  2. VIX-Tracking ETPs Are a Risky Bet Over the Long Haul

    Recent returns on VIX-linked ETPs may be enticing, but their risks are substantial.

  3. Is Your Fund Courting Junk-Bond Risk?

    It's a good time to take stock of the credit risk in your portfolio. 

  4. How to Help Clients Overcome Self-Control Bias

    Lack of short-term discipline can wreak havoc long-term goals.

View More

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