Home Dan Hallett

Some investors fired their advisors during the tech bubble for not adding more high-returning segments to their portfolios

  • February 15, 2018 February 16, 2018
  • 00:08

Skinny bond returns have investors looking for alternatives among equities. But investors need to understand the inherent risks

  • November 14, 2017 November 14, 2017
  • 00:45

Be wary of products that offer a "pension plan" approach

  • October 13, 2017 October 13, 2017
  • 00:45

Calculation of returns on a dollar-weighted basis could perplex clients

  • August 24, 2017 December 18, 2017
  • 23:40

Depending on how ETF portfolios are managed, they fall into one of two buckets. Does this make sense?

  • April 23, 2017 January 19, 2018
  • 23:01

Today, many client portfolios are chaotic - and costly

  • March 1, 2017 December 18, 2017
  • 00:40

Risk ratings may do more harm than good

  • December 22, 2016 December 22, 2016
  • 00:45

Small clients are lucky to get one meeting a year with their advisor

  • November 11, 2016 November 11, 2016
  • 00:45

Reports of the death of this traditional asset mix are far off the mark

  • October 11, 2016 October 11, 2016
  • 23:50

Scalability is a huge issue for robo-advisors

  • August 25, 2016 August 25, 2016
  • 23:50