Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Over the past five years, institutional investors have taken quite a shine to a type of fund that nobody quite knows what to call. At last count, pensions and endowments had committed some $30 billion to these so-called short extension, or...
Financial stocks have understandably led the market down during the recent credit-related correction. But the group has also recently led in another area: insider buying. In July and August, executives and directors in this much-beleaguered sector...
Millions of investors have piled into exchange-traded funds (ETFs) over the past decade. Assets in the funds have grown from $65 billion in 2000 to $488 billion today, according to the Investment Company Institute, the mutual fund trade group...
Don't call Mark Beloyan a penny stock tout. Sure, Beloyan speculates in low-priced securities. And, yes, his book is built around trading and finding retail investors who want to make a bet on the shares of companies that are more or less still in...
Those darn SAT scores will always come back to haunt you especially if you're a hedge fund manager. At least according to the findings of a recent study titled Investing in Talents: Manager Characteristics and Hedge Fund Performances. The...
An investigation of 110 investment firms was made public today at a Senior Summit held by the Securities and Exchange Commission (SEC). The SEC and the Financial Industry Regulation Authority (FINRA) conducted a year-long examination (April 2006...
For decades, investors and academics alike have sought the magic bullet, the one data point that would predict the future performance of mutual funds. Hundreds of studies looked at a variety of variables including past performance, expense ratio...
As the popularity of exchange-traded funds (ETFs) grows, financial advisors are increasingly pressed to separate the wheat from the chaff, the meat from the gristle, the men from the boys or whatever other stale clich comes to mind. Industry...
It sure is a great time to be a financial advisor. Consider this: Since 1995, the number of millionaire households in the U.S. has more than doubled. Never before had so many Americans become so rich, so quickly, writes Robert Frank in his new...
