Robo Advisors

The fiercest adversary of investing based on environmental, social and governance (ESG) is Aswath Damodaran. ESG is a failure, its advocates are to blame, and the concept should be retired, according to Damodaran.

Here are five ways to respond when you know someone is lying, blowing you off, or dodging your questions.

For many of those – now a clear majority – who believe climate change is a serious long-term threat, the recently announced breakthrough that nuclear fusion has at last produced net energy is an extremely hopeful sign. First, however, they need to read this article.

It is challenging to deal with clients who are so clearly stuck in their financial pasts. Strong emotions don’t lead to calculated financial decisions, after all, which makes doing your job much harder.

Stock investors wishing for the Federal Reserve to pivot should rethink their logic and review the charts below.

Many investors believe that gold is a safe long-term investment that can be used to hedge against risk. But should you include this precious metal in your retirement portfolio?

Professional speculators aren’t convinced that the worst is over for one risky corner of the stock market despite a rousing new-year rally.

When it comes to the clients they serve, advisors need to think about the now and the new, not the next, and step up their offerings in key areas.

Once-hated world stocks, bonds laced with interest-rate risk and even deadbeat crypto coins have just closed out a big new-year rally.

Ray Dalio, founder of the world’s largest hedge fund, has one.

The process by which advisors select a TAMP is the latest illustration of fiduciary failure, and the SEC has responded with ominous rulemaking that will have questionable value to our profession.

I’m looking over my previous “trends” article, published at this time a year ago, and some of my ”fearless predictions” were outlandish then but now seem ordinary. That means I did something right.

The health of borrowers is the key concern for all of finance in the coming year.

US retailers discounted heavily on Black Friday to clear out bloated inventories but customers responded with only modest traffic, leaving profitability in doubt for many chains.

The following is a loose collection of random thoughts and observations on the Russian invasion of Ukraine. Rather than a coherent article, I offer some insights that have emerged as the war has dragged on.

A hybrid model that combines sophisticated digital capabilities with human expertise and advice is not just today’s reality but will be a key differentiator for winning customer relationships.

China has a powerful weapon in its rare-earth dominance.

Elon Musk has wasted no time in showing the world that Twitter Inc.’s new sheriff is in town — or rather its “chief twit” is. That was his new Twitter bio last week when he walked into the company’s San Francisco headquarters holding a sink, a gag prop for a tweet.

The Harvard Business School’s Michael Porter is the leading authority on industry structure and competitiveness. His framework shows how RIAs should think strategically about the current state and future evolution of their industry.

I’ll be the first to say that the RIA model is not for everyone.

UK Prime Minister Liz Truss fired Chancellor of the Exchequer Kwasi Kwarteng and replaced him with former Foreign Secretary Jeremy Hunt as she prepared to make a humiliating U-turn on parts of her economic plan.

Democracy is under attack, yet many Americans fail to see the threat, according to Seth Klarman. Leadership must come from the business community to respond to this challenge.

Elon Musk is reviving his original $54.20 takeover bid for Twitter Inc., perhaps because he doesn’t want to go through a legal process that divulges more embarrassing text messages.

Introverted financial advisors can stand out from the competition. Here are three marketing strategies to help you play to your strengths as an introvert.

It’s a binary world. To an extreme extent, opinions on the market are divided, and they are split on one key issue: Will the Fed have to “pivot” toward easier monetary policy in the next few months, or won’t it?

Here are the 10 best books I read from September 2021 through August 2022.

We know that the US economy is currently weak, but the real economy is really weak, and the Federal Reserve’s commitment to precipitate a recession to curb high inflation will make this reality obvious to seemingly oblivious investors.

“We need to make these chips here in America to bring down everyday costs and create jobs,” said Biden...

We encounter plenty of obstacles as financial planners. And the biggest of all are the barriers thrown up by our clients.

It can be daunting to get back on track once you’ve fallen behind.

A whistle-blower’s complaint alleging Twitter Inc. ignored a rash of spam and bot accounts could help Elon Musk in his effort to walk away from a $44 billion buyout of the social-media platform, legal experts say.

President Joe Biden’s signing of the Inflation Reduction Act on Tuesday caps nearly two years of efforts to pass sweeping climate legislation. But the real work is just getting started. 

The recent Democratic bill on climate and taxes increases the funding for the Internal Revenue Service by an additional $80 billion over 10 years, with the purpose of collecting more revenue by enforcing existing tax laws.

Recent revisions to oil demand forecasts aren’t as bullish as they might appear. Don’t get too excited about prices going up just yet.

Why is persuasion so difficult?

The one place that asset managers can show a measurable commitment to ESG – and appeal to investors who want to drive changes in corporate behavior and responsibility – is by providing a pass-through proxy voting experience.

Imagine: Elon Musk, known for his delight in defying authority, is ordered to move ahead with his $44 billion purchase of Twitter Inc. -- and refuses.

The Supreme Court’s decisions on abortion and gun safety reinforced how ideology polarizes politics and prevents civil discussion and progress. Market ideology has also polarized discussion and harmed advice standards.

In what has become one of the worst years on record for the stock market, with the S&P 500 Index down 20%, the Solactive Roundhill Meme Index is down much more, tumbling in excess of 50%.

The one speed bump advisors keep tripping over is that, well, people are funny about their money.

Here’s how financial marketers can repurpose virtual meetings and video content.

Several avenues for diversifying cryptocurrency portfolios exist. Investors should weigh the costs and benefits of each of the following three methods.

Russia’s blockade of Ukraine’s ports is a “declaration of war” that threatens to trigger mass migration and a global food crisis, a United Nations official said, adding to the dire warnings on the opening day of the World Economic Forum in Davos.

I require clients to send me their most recent tax returns. Here are the insights I learn and how it provides a ton of value to clients.