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Showing 1 - 6 of 6 results for "Advisor Perspectives"

US advisers shifting to international equities

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
... equity funds over the next six months, a new survey shows. One-third (34%) of the 778 advisers canvassed by Advisor Perspectives said they will allocate 3% or more of funds to actively managed international equity funds. Advisor Perspectives chief executive ...

Flawed assumptions pushing RRR too high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2012
... what they in the years immediately following their retirement date. Reinforcing this, Wade Pfau wrote in the Advisor Perspectives wealth management forum that "Checking this [assumption] with the more recent 2010 Consumer Expenditure Survey, I found ...

Star ratings face predictability test

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
... or virtually lost all of its predicted ability when measured over a full market cycle. In early December, Advisor Perspectives, a US-based investment trends data provider for financial planners conducted its own analysis on how Morningstar's ratings ...

Politics wield power over asset prices

MICHELLE BALTAZAR  |  WEDNESDAY, 2 SEP 2009
... according to a study on the performance of Democratic versus Republican fund managers. US-based publication, Advisor Perspectives, this week reported the findings from an academic research paper, titled Red and Blue Investing: Values and Finance. The ...

Morningstar scores top ratings

MICHAEL HOBBS  |  WEDNESDAY, 31 OCT 2007
US-based investment data researcher Advisor Perspectives has found Morningstar's mutual fund rating system scores highly on rating bonds but not so much on international equities. Advisor Perspective did three separate studies, done in conjunction with ...

Elite investing strategies ready for download

... investors. Robert Huebscher, the founder of Thomson Financial's Investment Software division, has set up Advisor Perspectives, which allows free access to the asset allocation and mutual fund choices of high and ultra-high net worth investors. The new ...
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