News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Brent Burns"



Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.

Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above
Brent Burns counter-dissects the Sanders Wommack vivisection of an article written by experts from LPL and Google

Friday 10.17.14
Brent Burns: I don't think I have ever seen conventional wisdom about an investment be so far off from reality.

Should RIAs buy gold now as a hedge?
When the US went off the gold standard in 1971, things changed

Friday 8.26.11
Brent Burns: The key to managing the downside is keeping the bond and equity portfolios separate in your client's mind.

What plunging equity prices say about bonds as a hedge for stocks
In a world of sophisticated hedges, the simplest way may still be best

Tuesday 8.9.11
Brent Burns: In a falling interest rate environment, rising prices can mask the added risk of taking bets ... the headwind of rising rates only magnifies them.

Bill Gross' commentary should be taken with a bigger grain of salt in this market
The PIMCO founder is a mutual fund manager and may view the market with a trader's eye

Monday 7.25.11
Nevin Freeman: The next decade in advisor tech will see radical new user interfaces that will make typing in a client's address seem like an arcane waste of time.

T3 reflections: Where to watch for the next big advances in RIA technology
Vendors are turning their attention to the part of the software that you see

Monday 2.28.11
Joel Bruckenstein and David Drucker welcome 450+ attendees to the official start of conference

T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques
First day of official conference sessions kicks off bright and early at 8:00am

Friday 2.18.11
The real issue for investors and their financial advisors is not to worry if and when rates will rise, but what are they going to do now that the era of total return bond investing is over?

Why the only thing bigger than the bond bubble is the bubble of bond doom-sayers
Lost in the fear-mongering: It's not fixed income but the way that it's held that can lead to problems

Friday 10.22.10
Brent Burns, Stephen Huxley: Since 1927, the probability of rates rising sufficiently fast enough for the [wait-in-cash] decision to be break-even is 11.1%.

The cost of waiting for interest rates to rise
The unforeseen pitfalls of “staying short” with your client’s fixed income allocation

Friday 9.10.10
Andy Gill: Clients understand what they're going to get with purchases of new issues of municipal bonds.

Schwab gives investors seat at the table for new-issue municipal bonds with J.P. Morgan deal (updated)
San Francisco broker answers call of RIAs seeking to better serve retirement-minded Baby Boomers

Friday 4.23.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Eric Poirer [r.] with Joe Lonsdale: There are 10 or 20 custodians just for a mid-sized RIA. It's just a giant mess.
19 shares
Addepar lays out world-fixing vision and rolls out upgrades at swanky The Battery event in San Francisco

Peter Mangan: If you don't become asset custodians, we won't become investment advisors.
7 shares
Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

Peter Mafteiu: This is like overwhelming a reader ... so they really cannot map out the changes that might affect a particular customer.
4 shares
Schwab will take a machete to Schwab Private Client hyper-fee fund holdings but still steer assets to high-margin OneSource, ADV says

Joe Duran: We think this is the closest example to what Dimensional Fund Advisors does.
3 shares
United Capital chases DFA's MO, trains '1099 advisors' and co-opts Starbucks brand guy

Jeff Zients: For some special interests and their allies in Congress, the only good rule would be no rule at all. We want to make very clear that inaction is not an acceptable outcome of this process.
1 shares
Jeff Zients and Tom Perez come out swinging for a new fiduciary era


Get the RIABiz Today
Email Alert »