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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. mark for My Articles similar articles
Financial Advisor
March 2010
Alan Lavine
Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
May 1, 2003
Ronald Fink
Corrective Lenses Some experts contend that Options-Pricing models give a better view of cost of capital. mark for My Articles similar articles
Financial Advisor
December 2011
James Picerno
Model-Free Investing Is equal weighting's agnostic view of asset-pricing theory an advantage? mark for My Articles similar articles
Financial Planning
September 1, 2011
Bob Veres
Goodbye, Old Theory There's still a lot of unexplored terrain in the financial services field. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
August 2005
Fowler & Rattiner
Averting Disaster A new archetype in financial planning is needed for individual investors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 10, 2005
Mike Klein
Risky Business? Wall Street fears market gyrations, but history shows volatility breeds profits. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles