If you choose to use active management, the best way to increase odds of success is to select low-cost managers.
What you charge for your services is only an issue if you don’t make clear what services and benefits you provide.
Advisors aren’t feeling pressure to decrease fees yet but are feeling pressure to increase the range of services they offer clients.
Vanguard Chief Economist Joe Davis sees inflation warranting higher rates, but not too much higher.
The real elephant in the smart beta room is cost. Many smart beta products are more expensive than some traditional active funds.
Vanguard Chief Economist Joe Davis looks at the paradox of stagnating productivity and technological innovation.
Behavioral coaching is one of the most valuable services advisors provide. Tips for maximizing your impact as a behavioral coach.
Fran Kinniry take a look at the performance data of diversified, balanced portfolio versus the average endowment portfolio.
Tax reform might hit hedge fund investors hard. Chris Tidmore shows how wide the gap between gross and net returns could be for investors.
Vanguard Global Chief Economist Joe Davis sees market conditions warranting higher rates, but not too much higher.
Baby boomers’ reduced equity exposure will be offset by millennials’ equity investing.
Build clients’ trust by helping them understand the value you provide. Advisor’s alpha goes beyond portfolio construction.