China Blue Chips Post Worst Day in 2 Months

China's blue chips posted their biggest single-day loss in two months on Monday after the securities regulator vowed to step up its campaign against speculation and hinted about loosening its grip on new share offerings.

Stocks

ETFs

How to Work Toward Financial Well-Being Without The Detours

By Yazann Romahi via Iris.xyz There are many different paths that you can take towards financial well-being and several things that should be avoided along the way. I’ve put together a list to help: 1. Annuities should be avoided because they are expensive, overly structured, and complicated “solution” to the wrong problem (risk aversion). Annuities are sold…

Six Advisor Mindsets that Change Everything

By Andrew Sobel via Iris.xyz Most corporate training focuses on imparting knowledge, improving skills, and changing behaviors. But the most fundamental impact on your performance and success comes, arguably, from changing your mindset. Mindsets drive your outlook. They can bottle you up and restrict your freedom, or, they can free you to accomplish great things. I…

6 Daily Success Habits of World Class Advisors

By Robert Brown via Iris.xyz Over the past week, we’ve been talking about time mastery.  How to go from being a slave to time to getting more done in less time. The thought is liberating. And based on the emails I’ve received, this discussion has hit home.  (More on those emails in a second.) When it comes…

Private Equity Head Tapped to “Fix” US Intelligence Apparatus. Why?

By Kathleen McBride via Iris.xyz Why should we think the head of a private equity company could effectively “fix” US Intelligence? It is not apparent that this individual is even remotely qualified to fix the US intelligence apparatus. And it’s debatable that it is even broken, except in the eye of someone who seems afraid the intelligence community…

Cyborgs Are the Future for Advisors

By Kathleen McBride via Iris.xyz Becoming cyborgs is the way to go for financial advisers…blending robotics and humans into one organism. You see, I am convinced that robo-advice models will succeed and prosper. I am also convinced that human advisers will succeed and prosper. I am further convinced that some of each will fail entirely and die, but…

Building a Better Index With Strategic Beta ETFs

By Yazann Romahi via Iris.xyz With the global economy warming up, but political uncertainty remaining a constant, it’s more important than ever for investors to position their global portfolios to navigate long-term market volatility. That’s where the power of diversification comes in, says Yazann Romahi, Chief Investment Officer of Quantitative Beta Strategies at J.P. Morgan Asset Management…

Follow the Sentiment to Find Investing Opportunities

By Frank Homes via Iris.xyz Last Monday, I had the opportunity to attend a conference at Goldman Sachs’ Dallas office. Among the dozens of money managers and investors who attended, a combined $1 trillion in assets was represented. The speakers were numerous, from famed economist Jan Hatzius, Goldman’s head of global economics, to Jeff Currie, global head…

Technology

Top Low-Cost Educational Resources for Fund Marketers

By Dan Soldhelm via Iris.xyz When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather manage portfolios than manage the product line of mutual funds. “We pay for investment research over mutual fund industry research,” said one CEO and portfolio manager of a boutique asset manager with just a…

The Stories of Financial Well-Being in Decline Are Simply Not True

By Rick Kahler via Iris.xyz Do you think the world is getting better, or worse, or neither? Based on a recent survey by Max Roser of the University of Oxford, you probably said “worse.” That was the answer from about 95% of the survey respondents, who were from Sweden, Germany, and the US. To be fair,…

Relationships & Money: 6 Stories to Share With Your New Partner

By Mary Beth Storjohann via Iris.xyz When you start dating, you usually start off sharing stories. Tales of your childhood, your previous relationships and your college days. Those stories help explain to your partner who you are and how you act. Sharing those stories is a vulnerable process and can either deepen the bond or widen…

Accessing Fidelity’s Quant Research Through Passive ETF Options

As more money managers help expand the exchange traded fund universe, investors are now able to capitalize on established management team’s research capabilities and investment styles. For example, the Fidelity Low Volatility Factor ETF (NYSEArca: FDLO), Fidelity Momentum Factor ETF (NYSEArca: FDMO), Fidelity Quality Factor ETF (NYSEArca: FQAL), Fidelity Value Factor ETF (NYSEArca: FVAL) and…