Image Credit: Christophe Vorlet By Jason Zweig | 4:07 pm ET Mar. 20, 2015 Your broker still doesn’t have to be on your side, but he’s getting pushed in that direction. Speaking at a financial-industry conference this past week, Mary Jo White, chairman of the Securities and Exchange Commission, voiced her view that stockbrokers, insurance agents and other...
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Image Credit: Christophe Vorlet By Jason Zweig | 3:55 pm ET Mar. 13, 2015 The financial robots have finally arrived in force. With giant discount brokerage Charles Schwab launching its Intelligent Portfolios service this past week, the fledgling industry of automated investment advice is going mainstream. Like the startup “robo-advisers” that preceded...
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Image credit: “Faces of the Bourse: The Fall of the Bear and the Triumph of the Bull, or Men Who Cry and Men Who Laugh,” Honoré Daumier, 1856, The Benjamin A. and Julia M. Trustman Collection of Honoré Daumier Lithographs at Brandeis University. By Jason Zweig | 12:24 pm ET Feb. 28, 2013 To understand why investment is so tricky to...
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Image Credit: Christophe Vorlet By Jason Zweig | 3:31 pm ET Feb. 27, 2015 If only finding a good financial adviser were as easy as counting the trophies in his display case. Consider the Five Star Wealth Manager award, presented each year to stockbrokers and financial advisers who “satisfy 10 objective eligibility and evaluation criteria that are...
Read MoreImage credit: “Patientia (Patience),” Pieter van der Heyden, engraving after Pieter Bruegel the Elder, 1557, Rijksmuseum, Amsterdam. It isn’t easy being patient in an impetuous, often crazy world. By Jason Zweig Feb. 26, 2015 4:53 p.m. ET Irving Kahn, one of the world’s oldest professional investors and the most senior student of the...
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