Here's one way to evaluate equity research: Measure the impact it has on stock prices. Bespoke Investment Group, a financial research firm, did just that, and apparently, Robert W. Baird takes top honors. Out of 16 firms, Baird's upgrades impacted...
For decades, most financial advisors have clung to a central belief about asset allocation: The older you are, the more fixed income you should hold. Retirees should gradually shift away from equities, and into bonds, the thinking goes. That way...
Most clients wouldn't question the superiority of a 10-percent return over a 5 percent one. Or would they? For some accounts, it's not so much where they end up, but how they got there. Reporting gross returns even when they're not so gross gives...
A regal room, the perfect suit, a six-pack or an unassailable nest egg? Lucky for you, most people want the last thing on that list the most. At least, that's the implication of a report recently released by SIFMA and Artemis Strategy Group...