A special treat for those who attended my fi360 conference session.
Tag "behavioral finance"
Sign, sign, everywhere a sign. Here’s a study showing why segregation is a bad thing even when it comes to portfolio reporting.
New research suggests a better way to communicate critical investment information.
The research has been around for more than a decade. Why do regulators and the industry ignore it?
Here are three easy practices a 401k plan fiduciary can implement to avoid one of the common investing mistakes identified by researchers in the field of behavioral finance.
The two conducted simulations and discovered they can fully explain the Equity Premium Puzzle if investors look at their portfolios on an annual basis. Here’s how it works.
With the decline of Modern Portfolio Theory as the default operative model, sophisticated investors seek the Holy Grail – the theoretical basis for determining when active will beat passive and when passive will be active. Has it now been found?
Awful returns suggest investors should have shunned equities during the century’s first decade. Or do they? A closer examination reveals a surprising conclusion, one that might upset the fastest growing segment of the financial industry.
Worried while Washington fiddles? These three vital questions might just help you determine if today’s DOL ruling will increase your personal fiduciary liability.
