A Close Look At Ibbotson’s Research On FIAs

The market for fixed-indexed annuities (FIAs) – previously known as equity-indexed annuities – is growing rapidly, with sales of more than $60 billion annually. We did a careful analysis of two products that are available on the market. Our conclusion is that these products are not a bad choice [...]

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The Key Ingredient In A Financial Wellness Plan

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q4 hedge fund letters, conference, scoops etc stevepb / Pixabay Financial wellness is a hot topic – talked about a lot, but rarely implemented successfully. But financial wellness is critical. In a recent Aon Hewitt study [...]

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Tributes To Jack Bogle (1929-2019)

We’ve collected the following tributes to Jack Bogle from among the authors who contribute to Advisor Perspectives and other prominent individuals in the investment industry. Q4 hedge fund letters, conference, scoops etcRob Arnott, chairman, Research Affiliates, Newport Beach, CA Has anyone in the past century disrupted the world of investing (and [...]

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Mandatory Arbitration Is Not A Fiduciary Practice

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Click here to watch a video and learn more about Evidence Based Advisor Marketing. Q4 hedge fund letters, conference, scoops etc Meditations / Pixabay Here’s a communication I wish all advisors would send to their clients: Dear [...]

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It Is Time To Move Up The Yield Curve

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q4 hedge fund letters, conference, scoops etc The business cycle has progressed to the point where the front end will outperform the long end of the yield curve. In the last three recession eras (cycles [...]

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The Importance Of Behavioral Differences

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Q4 hedge fund letters, conference, scoops etc Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Meditations / Pixabay Dear readers, A recent [...]

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Why Advisors Should Distinguish Base And Discretionary Expenses

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc Modern retirement theory assumes that all assets on an individual’s retirement sheet1 (financial capital, social contract, human capital) should be used for their definitional highest and best [...]

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Letter To The Editor – Criticism Of Active Management Is Off Base

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay To the editor: On behalf of the Investment Adviser Association, we always appreciate Advisor Perspectives’ content, but we were disappointed by Dan Solin’s views in his [...]

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A Thousand Points Of Fiduciary Light

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay The brilliance of Regulation Best Interest (RBI) is how it sidesteps the 1940 Advisers Act to marginalize fiduciary duties for retail investors. It proclaims a [...]

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Four Tips For RIAs Looking To Be Acquired

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay RIAs have entered a time of favorable growth – and they’re embracing the highs that come with it. According to Echelon Partners, the merger and acquisitions [...]

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Liquidity: Factor Investing’s Hidden Gem

Interest in factors is on the rise. Since the launch of our factor products, Head of Quantitative Equity Product Management Matt Jiannino and Senior Product Manager Frank Chism have been fielding advisors' questions on leveraging factor exposures, especially liquidity. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay What the pair [...]

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Larry Swedroe’s Best Investment Books

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This article originally appeared in ETF.COM here. Q3 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot Investing is not a science, at least in the sense of a natural or physical science such [...]

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The Hidden Advantage Of Long/Short Portfolios

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. This article originally appeared in ETF.COM here. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay “Conventional wisdom” can be defined as ideas that are so accepted they go unquestioned. Unfortunately, conventional wisdom is often [...]

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Gundlach’s Forecast For 2019

Jeffrey Gundlach said that 2019 will mark the start of a period when bond markets must recon with the rising federal deficit. In his most passionate comments ever on this topic, he said the exploding national debt and liabilities involving pension funds, state and local government governments and Social [...]

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Does The “Bucket Approach” Destroy Wealth?

The “bucket approach” to retirement planning has been routinely adopted by financial planners, ever since it was popularized by Harold Evensky. Clients keep several years of assets in safe, liquid investments, while investing the rest of their portfolio more aggressively. But new research shows that this approach actually destroys [...]

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Using The Muni Bond Calendar To Help Clients

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etcAs investors and their advisors plan for the New Year, keeping an eye on how the municipal bond calendar will influence new issues and investing opportunities is [...]

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Tax-Advantaged Investments To Bring Capital To Disadvantaged Communities

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc The Tax Cuts and Jobs Act of 2017 created a new tax-preferred opportunity that seeks to reinvigorate certain depressed communities while providing tax incentives to investors. According to [...]

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What If Theranos Was A Hedge Fund?

The amazing story of Theranos, a company started in 2003 by a 19-year-old Stanford dropout, is told in page-turning detail in a recent book by Wall Street Journal reporter John Carreyrou. Despite an incredibly distinguished board, leading venture capital investors, raves from a respected Stanford dean and contracts with [...]

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The Market Doesn’t Care How Fantastic Your Stocks Are

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etc StockSnap / Pixabay The Roman philosopher Seneca wasn’t talking about the stock market when he wrote that “Time discovers truth,” but he could have been. In the long [...]

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Don’t Ride Out The Storm: Why You Can And Should Time Volatility

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 hedge fund letters, conference, scoops etcWhat should investors do when confronted with market volatility? The conventional wisdom couldn’t be clearer: Ignore it. “Often the wisest thing to do during periods of extreme market [...]

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