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  1. Do We Need a 'Harmonized' Fiduciary Standard?

    Efforts to sync a standard between stockbrokers or insurance agents and advisors would fall short.

  2. How to Overcome the Threat Posed by Automated Investment Advice

    New tools and competitors are forcing advisors to more clearly define the value they provide to clients.

  3. The Effect of Framing on Financial Decision-Making

    People respond differently to options based how the options are presented. That matters for your clients.

  4. Moats in Practice

    Analysts discuss how they incorporate the moat methodology into their work.

  5. Are Index Funds Too Soft on CEOs?

    Let's look at the argument that indexers fail with corporate governance.

  6. Buying Software That Helps, Not Hinders

    Whether your software purchase is a big or small commitment, make sure it is the right one.

  7. Will Tax Reform Hit Retirement Contributions?

    A mandated shift to Roth-style plans would harm middle-class workers.

  8. The Perfect Storm for Active Stock-Fund Managers

    They have faced the stiffest possible headwinds.

  9. Indexing in America

    Tocqueville told us why it would take root in a democracy.

  10. Why Have Investors Bailed on Low-Volatility Funds?

    A bout of underperformance seems to have led many to jump ship.

  11. ETFs Aren't Always What They Seem

    The curious disappearance of the company called PureFunds.

Recent Videos

  1. Fund Sees Success With Quality Growth Strategy

    Bronze-rated John Hancock International Growth has a short history with subadvisor Wellington Management, but we have faith that the team can continue to be successful.

  2. Troubleshoot Your Plan's Risk Factors

    Hit the ground running in Week 1 by figuring out how you're doing, assessing and quantifying your financial goals, and making sure you have a safety net.

  3. Nvidia May Not Stay King of the AI Hill

    While the firm earns a narrow moat, we think alternative solutions tailored to AI will capture share going forward, and view it as materially overvalued.

  4. 3 Funds to Build a Simple, Defensive Portfolio

    Our analysts share three ETFs that could serve as the backbone of a portfolio designed to reduce volatility.

View More

Recent Articles

  1. What's the Right Size for Your Fund?

    What fund managers signal about capacity for a strategy.

  2. A Prudent Approach to Dividend-Stock Investing

    Silver-rated Columbia Dividend Income favors companies generating steady, positive free cash flow.

  3. Southern California Bond Managers: Big Smoke, Small Fire

    Much personal drama, not much investment disparity.

  4. VIX-Tracking ETPs Are a Risky Bet Over the Long Haul

    Recent returns on VIX-linked ETPs may be enticing, but their risks are substantial.

View More

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