Why do most advisors' clients look exactly like they do?

Barry Ritholtz and Josh Brown The longer clients stay with Ritholtz Wealth Management, the less they will pay. The 2-year-old firm, run by Barry Ritholtz and Josh Brown, announced this week that they were implementing a policy of lowering ...

Some tips from the pros

Putnam Investment's 2015 Financial Advisors and Social Media Survey from Putnam Investments More advisors are starting to see the value of using social media. According to a recent survey of over 800 advisors by Putnam Investments, 81 p...

Less is more. | taxzi/iStock/Thinkstock Maybe actively managed funds underperform their passive counterparts not because of stock selection, but because most active fund managers just charge too much. John Rekenthaler at Morningstar did a ...

Use the right strategy  

A comparison of two jurisdictions

Opportunity to claim refunds in France