Abnormal Returns

NOVEMBER 30, 2023

(valueandopportunity.com) Fund management DFA's push into ETFs has been more successful than even they expected. etf.com) How much personal trading is too much for a mutual fund portfolio manager? abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

Financial Advising 276

Financial Advising Portfolio Management Media Economics 276

Abnormal Returns

AUGUST 3, 2023

(advisorperspectives.com) Managed futures are struggling to keep up YTD. etf.com) Portfolio managers won't outperform if they get it wrong about the biggest seven stocks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 244

Financial Advising Portfolio Management Economy Media 244

Don Connelly & Associates

NOVEMBER 11, 2024

The rise of AI-powered tools and robo-advisors is automating many of the routine, data-driven aspects of financial planning, creating more efficient and accurate solutions. Robo-advisors, for example, offer algorithm-based portfolio management services that can reduce the need for human intervention in certain advisory functions.

Financial Advising 52

Financial Advising Portfolio Management Financial Advisor Financial Planning 52

The Big Picture

AUGUST 9, 2024

Statman is a member of the advisory board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting and the Journal of Behavioral and Experimental Finance. His new book is “ A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.”

Financial Advising 174

Financial Advising Wealth Management Portfolio Management Investment Advisor 174

Abnormal Returns

MAY 22, 2023

(open.spotify.com) Austin, Texas Are you a Texas-based adviser interested working with Ritholtz Wealth Management? thereformedbroker.com) AI How financial advisers can leverage ChatGPT. kitces.com) How will AIs that dispense financial advice be regulated? financial-planning.com)

Financial Advising 130

Financial Advising Estate Planning Wealth Management Compliance 130

Abnormal Returns

JULY 29, 2022

Strategy John Rekenthaler, "Avoid portfolio managers who claim to know how “this time will be different.” abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? It probably won’t be. Even if it is, it may not match their expectations." Then check out our weekly e-mail newsletter.

Startup 130

Startup Financial Advising Portfolio Management Economy 130

Abnormal Returns

MARCH 21, 2023

(theinformation.com) Fund management Are pension funds finally tiring of private equity? wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. etf.com) Economy Every index/measure of financial conditions has problems.

Startup 130

Startup Financial Advising Banking Portfolio Management 130