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Pro athletes are notoriously bad investors. Once bright starts worth millions of dollars are frequently left destitute within just a few years of retirement. Put simply, these pros completely blow it when it comes to investment management. But it doesn’t have to be that way. The Evidence Sports Illustrated, How (and Why) Athletes Go Broke: [...]
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AdvisorBenchmarking, a best-practices financial services consulting firm owned by Rydex/SGI, released its annual benchmarking survey (.pdf) results and I have to admit, I find them surprising, yet somewhat predictable. After surveying over 500 RIA firms earlier this year, the firm distilled various trends in the industry. Definitely check out the whole report, but I wanted [...]
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Word has been out on the Street that the race is on this summer to bring in real money management capabilities for a couple of the online community investing sites, like Covestor and kaching. I’ve written about both sites recently. This has been confirmed by an email sent this morning to users by Covestor CEO, [...]
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Behavioral Finance in an emerging field. We’ve practically done away with viewing an investor as a purely rational being (sorry, Kant) and now look at investors as normal people driven by emotions. These emotions totally influence our behavior as it relates to investing (loss aversion, et al) and therefore completely impacts the performance of our [...]
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Times are tough Tough for everyone and tough for stock brokers who are reeling from both the nasty performance of the stock market over the past year and from structural changes in their business. So far this year (May 2009), over 17,000 brokers have left the profession which would equate to 35,000 exiting the business [...]
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We’ve taken the bent on this blog that content sells advisory services. As competition for a shrinking asset base in the U.S. increases, creating custom content — ebooks, newsletters, etc. — can help you target your perfect customer with value-add from the beginning of the relationship. By providing value and differentiation from step 1, a [...]
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Investors reflect We’re all trying to figure this out. Individual investors are thinking hard about the entire investment process and the future of their holdings. Tough questions like expected future returns. Like can I meet my retirement goals? Like the value advisors are providing. Financial advisors are also doing some soul searching Advisors are doing [...]
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