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What keeps me going

  By ROBIN POWELL   When my Regis Media colleagues and I started producing content for financial advice firms, one of our first clients was Chas Boinske, President of Independence Advisors in Pennsylvania. As well as working together, we’ve become good friends over the years, and I’m full of admiration for the work that...

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Why should investors pay for overtrading fund managers?

  More than 40 years after writing his famous book Winning the Loser’s Game, Charley Ellis is still brimming with insights into the investing industry. But one observation stands out from our last interview, in Cambridge during the summer. Active fund managers, Charlie...

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Stuff your bips — just send us the bill

One of the reasons why investors struggle to grasp quite how much they’re paying to invest is that the figures quoted seem deceptively puny. Charges are usually expressed as a percentage, or sometimes as basis points. One basis point (or bip) is one-hundredth...

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A Christmas letter from the fund industry

  Dear clients, Yes, it’s that time of year again when thoughts turn to mulled wine, mistletoe, bonuses, mince pies, bonuses.. and those less fortunate than ourselves (which in our case is pretty much everyone). How time flies! It only seems like yesterday...

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Encore! Another look at our greatest hits so far

Greatest hits. Greatest hits. 10. The man with the big picture — an interview with Barry Ritholtz (Part 1) One of the companies that’s setting the standard for advisory firms of the future is Ritholtz Wealth Management. I recently met its founder, Barry Ritholtz,...

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The only reason to read annual market forecasts

  It’s that time of year again when investors are bombarded with annual market forecasts. This is going to go up; that’s going to go down. Buy this; sell that. And, of course, the one forecast that remains constant (and almost invariably wrong)...

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#SFTW: There’s probably never been a better time to be an investor

SOMETHING FOR THE WEEKEND Investor. Michael Batnick from Ritholtz Wealth Management writes one of the most popular investing blogs for Millennials, The Irrelevant Investor. In the second and final part of our interview, Michael explains his belief that investors have probably never had...

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