Similar Articles |
|
The Motley Fool January 18, 2007 John Finneran |
Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance. |
Financial Advisor March 2010 Alan Lavine |
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. |
Financial Planning September 1, 2007 Gene Fama Jr. |
Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works. |
Financial Planning August 1, 2010 Donna Mitchell |
The Big Bang Harry Markowitz invented the wheel for portfolio construction and management, and that's no exaggeration. |
Financial Advisor January 2007 Joel Bruckenstein |
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. |
Financial Advisor December 2008 Andrew Gluck |
Managing The In-Betweens Portfolio manager and author Mark Kritzman says it's important to manage for market turbulence as well as strength. |
Financial Advisor February 2009 Mary Rowland |
Everyone Is Wrong The true source of market volatility is mistakes, says market observer Woody Brock, founder and president of Strategic Economic Decisions. |
BusinessWeek October 11, 2004 Christopher Farrell |
Three Wise Men of Finance If you've ever put money in an index mutual fund, you can thank the three economists whose insights into the links between risk and return revolutionized investing forever. Their work won them the Nobel prize for economics in 1990 and changed the way investors and managers think. |
CFO May 1, 2003 Ronald Fink |
Corrective Lenses Some experts contend that Options-Pricing models give a better view of cost of capital. |
Financial Advisor December 2011 James Picerno |
Model-Free Investing Is equal weighting's agnostic view of asset-pricing theory an advantage? |
Financial Planning September 1, 2011 Bob Veres |
Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field. |
Financial Advisor November 2010 Eric Rasmussen |
Sharpe On Post Retirement The Nobel laureate spoke to NAPFA members about what it means to get 4% a year. |
Financial Advisor March 2012 James Picerno |
Building A Better Sharpe Ratio The reward-to-variability ratio (as it was originally labeled) remains a hardy perennial for evaluating money managers and investment strategies. |
Financial Advisor March 2011 James Picerno |
Strength In Numbers Indexing is moving past the standard beta carve-ups, such as small- vs. large-cap equities and value vs. growth stocks. A new era of factor-based indexing is dawning, and it promises to be far more nuanced and complicated. |
Financial Advisor January 2008 Andy Gluck |
Believe In Yourself A conversation with Frank Maselli, whose new book, Referrals: The Professional Way, teaches financial advisors a system for getting referrals. |
Financial Advisor December 2009 James Picerno |
The First Step There are no easy answers for asset allocation, but at least there's a practical starting point. |
Financial Advisor January 2009 Andrew Gluck |
A Decade Of Pain In the face of a crisis that is decimating Americans' retirement savings, advisors are finding it harder to stay the course. |
Financial Advisor January 2007 Andy Gluck |
Deconstructing Advisors' Marketing Conundrum Here is an interview with co-author Jaynie Smith with tips from her book, Creating Competitive Advantage on how financial advisors can market their firms more effectively. |
Financial Advisor March 2012 Scott A. MacKillop |
MPT -- A Tool, Not An Answer Improving the data we use and how we evaluate results will lead us to the best conclusions for clients. |
Financial Advisor August 2005 Fowler & Rattiner |
Averting Disaster A new archetype in financial planning is needed for individual investors. |
Financial Advisor June 2008 Andrew Gluck |
Rethinking Thinking A conversation with Nancy Kline, author of Time to Think, about rethinking how we listen to others, and how advisors can use this in the client-advisor relationship. |
The Motley Fool August 19, 2008 Dan Caplinger |
How Risky Are Your Stocks? To know what the future may bring, you can't just look at past returns. |
Registered Rep. November 1, 2005 John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
Financial Advisor September 2011 Miller & MacKillop |
Rethinking Small Caps The long-held belief that small stocks beat large on a risk-adjusted basis is simply not supported by the facts. |
Financial Advisor April 2009 Andrew Gluck |
Keywords To Success Advisors are not using search engines for marketing. To find out how advisors can use search engines to improve their marketing, read this interview with Google AdWords expert Howie Jacobson, Ph.D., author of AdWords For Dummies. |
The Motley Fool May 10, 2005 Mike Klein |
Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits. |
Registered Rep. February 24, 2015 Brad Zigler |
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy. |
The Motley Fool December 5, 2006 Dan Caplinger |
Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful. |
Registered Rep. December 6, 2013 Daniel Crosby |
When Alpha Becomes Beta The Nobel committee sent a strong message with its choice of three scholars with widely divergent world views, perhaps signaling to the broader financial services world that people from all camps have a lot to offer as well as much to learn. |
Financial Advisor September 2007 Andrew Gluck |
Web 2.0 Marketing David Scott Meerman says the old rules of public relations and marketing are dead. His book, The New Rules Of Marketing & PR has very practical ideas on how to use the web to build your business. In this interview, he explains how those ideas apply to financial planners. |
Registered Rep. January 1, 2003 Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
Financial Advisor August 2008 Andrew Gluck |
Energizing Your Practice A conversation with Bruce Schneider, author of Energy Leadership, about how a leader can regain control of a company when negativity sets in. |
Investment Advisor December 2007 Johnathan Satovsky |
Building Your Own Holy Grail The ability to analyze at a glance the metrics of multiple, aggregated portfolios plainly benefits both advisor and client both in the short and the longer term. |
Financial Advisor November 2011 Eric Rasmussen |
Withdraw, Don't Retreat Financial advisors discuss their strategies for retirement withdrawals in an era where every day in the markets is a new roll of the die. |
Financial Advisor May 2005 Cohen & Overgard |
Risk Is More Than Standard Deviation Understanding risk when investing in a hedge fund is extremely critical. The hedge-fund return patterns are more important than historical returns. |