The Driving Force Behind Dimensional Fund Advisors’ First ETFs Advisors and allocators – not recent outflows – spurred creation of the new exchange-traded funds. Michael Thrasher June 26, 2020
This content is from: Investing Is Investor Skepticism Learned or Innate? Greg Bartalos June 17, 2020
This content is from: Investing The Least Optimistic Investors? Those With Advisor-Managed Portfolios: Report Michael Thrasher June 10, 2020
Is Stock Picking Dead? Not to These Advisors. The true believers and the clients they serve. Gary Stern May 13, 2020
Focus Financial Adjusts Guidance But Investors Still Like What They See Despite short-term pain, the fallout of the pandemic “will lead to outperformance in the long term.” Michael Thrasher May 07, 2020
The Timely, Bear Market, Non-Transparent ETF Launch 10 Years in the Making From initial paperwork to regulatory approval, the long and winding road for actively managed vehicles sees the light amid dark days. Hazel Sheffield May 01, 2020
How Investors Can Distance Themselves From Crowd Psychology – And Profit A professor analyzed StockTwits to gauge investor sentiment. Here’s what he found. Greg Bartalos April 29, 2020
A New Ripple of Schwab's Splashy Commission-Cutting Reaches Advisors How the discount broker's move will impact advisor portfolios. Michael Thrasher April 27, 2020
Aequitas Settles With SEC for $540 Million as Three Top Execs Are Barred From Securities Industry CEO Robert Jesenik will pay $1.57 million to settle fraud charges, as part of a consent decree. The SEC alleges that Aequitas defrauded investors in a Ponzi-like scheme. Michelle Celarier April 24, 2020
Historic Trading, Falling Profit, and Mounting Expenses: Schwab’s First-Quarter Report Michael Thrasher April 15, 2020
Analysts Prefer Schwab But One Says This Discount Broker Has the ‘Best Model’ Today Michael Thrasher April 09, 2020
Madoff Is Behind Bars. But With Markets Infected by Covid-19, More Ponzi Schemes May Be Unmasked. Greg Bartalos April 07, 2020
A $4 Billion RIA's Drastic Move One Day Before a Pandemic Was Declared Nancy Mann Jackson March 26, 2020
Advisor Fallout Continues in Aequitas Capital Management Ponzi Scheme Michelle Celarier March 03, 2020
‘Firing on All Cylinders’: Why Analysts Are Suddenly Fawning Over Focus Financial Michael Thrasher February 21, 2020
