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Gaining Perspective

Jul 18, 2019

Dr. Suzanne Peterson delivered a keynote presentation at the NAPFA spring conference, and Bob discusses her penetrating insights about the unconventional questions advisors should ask to select for exceptional new hires. Bob also tells us what he really thinks about Reg BI - and what is in store for attendees of his...


Jul 15, 2019

Several years ago, Allison Schrager walked into the Moonlite BunnyRanch, a legal brothel in Nevada. She was there to study economics – specifically how the owners and sex workers dealt with and reduced the risks of their professions. Allison discusses the lessons from that experience, as well as a number of...


Jul 10, 2019

ONLN is the only ETF that lets investors tap into the explosive growth of online retail by pinpointing retailers that principally sell online—and then zeroing in on its largest, most iconic companies, like Amazon and Alibaba.


Jun 26, 2019

A barrier to ESG and SRI adoption is the one-size-fits-all approach inherent in mutual funds and ETFs. But a new solution allows advisors to create SMAs that are customized based on each of your clients’ values, needs and preferences.


Jun 19, 2019

Do you play the piano with one or both hands? That is how Nasdaq Dorsey Wright describes the relationship between using fundamental and technical research for thousands of advisors who use both in their investment practice. Technical analysis focuses on the steadfast relationship between supply and demand in the...