Jason Zweig interviews a few money managers who suggest very different, and very' real,' ways to guage whether you can handle the risk of a market downturn.
Since 1975, Charley Ellis has been asking tough questions, inspiring many an investment firm to reexamine their practices and just generally making many in our industry squirm in response to his most provocative observations.
More insights from Charley inside this blog capturing his quotable quotes.
Richard Thaler illustrates quite convincingly why current efforts at financial literacy fail. Social media has rendered traditional education irrelevant, and that is just one reason!
This recent survey happily finds that the vast majority of advisors believe clients should come first. Thank goodness! The fancy description for putting clients first is abiding by the fiduciary standard. Most of us feel that this fiduciary standard should be the standard of all advice. Maybe regulators and financial services lobbyists will soon agree with us?