Evan Simonoff

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A Bubble No One Saw


In early February, I was fortunate to attend IMCA’s annual consultants conference and hear Richard Bernstein talk about last year’s collapse in the price of energy.

A Talk With Nick Murray


The critical retirement investing challenge is the defense of purchasing power.

Cetera Partners With Envestnet On Retirement Platform

by FA Staff

Cetera Financial Group is partnering with Envestnet to build out a retirement plan platform across its network of nine different broker-dealers.

Richard Bernstein Sees Danger Lurking For MLPs As Energy Woes Mount


Investors and advisors convinced that master limited partnerships are "immune" from the turbulence roiling the energy markets are in for a rude surprise, Richard Bernstein said yesterday.

Indexing’s Existential Controversy

by Jeff Schlegel & Evan Simonoff

Rob Arnott on the rise of smart-beta indexes (and their critics).

Robo-Advisors Have Their Own Issues

by Evan Simonoff

The thought of robots replacing professors and lawyers is somewhat amusing, but who am I to say it won’t happen?

Leon Panetta Hopes For Clinton-Bush Race In 2016


Panetta says both candidates would want to get things done.

News From Inside ETFs: Gundlach Sees Warning Signs Flashing As Deflation Arrives


Contrary to many reports of its death, the 30-year-plus bull market in bonds is still alive and deflation is now being imported into the U.S., according to DoubleLine CEO Jeffrey Gundlach.

News From Inside ETFs: Sonders Says Global Diversification May Pay Off In 2015


2015 could be the first year in a while where global diversification rewards investors, Schwab's chief investment strategist Liz Ann Sonders said.

Under Dwyer, The Invest In Others Charity Expands Its Reach

by FA Staff

The efforts Of Bill Dwyer and several heart-rending stories are elevating the profile of Invest In Others, a charitable foundation that recognizes advisors' philanthropy.

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