My friends at Riskalyze share the stocks and funds that advisors all over the country have used in their clients’ accounts each week. This data has been aggregated from across the client accounts of the thousands of advisors who use the software. Most of it comes directly through the third-party custodians where advisors’ assets are held. I hope we…

I’ve been plowing through this entire series of posts on behavioral biases over at the Psy-Fi Blog for a few weeks now. They’re a lot of fun and the series, in totality, is a pretty big achievement in financial blogging. These started coming out last June so you’re not late to it. Each of the links…

I had a chat with my new friend Richard Lander of Citywire while over in Europe last month about the differences between how financial advice is delivered in the US versus the UK. We also touch on robo advisors, the Fiduciary Standard and more, watch below! Source: Impartial advice: why we’re better than the Yanks…

Don’t tell anyone, but so far this year the Chinese stock market – as represented by the Shanghai Composite – is now up almost 30% or double the year-to-date gain in the S&P 500. It’s outpaced the gains for the Hong Kong market by almost triple. The technical base put in by Chinese stocks has…

The National Federation of Retailers is out with some bad news about Black Friday – it sucked. Some superlatives via WSJ: “Shoppers spent an average $159.55 online, down 10.2% from $177.67 last year.” and… “the number of people who went shopping over the four-day weekend declined by 5.2% to 134 million, from 141 million last…

My post on Friday about how 2014 has been “the worst year for stockpickers in three decades” has generated an epic amount of feedback. I’m not saying anything that everyone doesn’t already agree on – fees are too high and competition is too intense – but it’s a subject that remains incredibly controversial and a sore…

There are a lot more obvious losers than winners so far as oil extends its decline to more than 35% since June. Economists must now fathom whether the benefits to oil consumers end up outweighing the obvious negatives for American crude producers and marketers. The Wall Street Journal shows us the winners and losers in…