Subscribe

Nir Kaissar

Nir Kaissar is a Bloomberg Opinion columnist covering the markets and the founder of Unison Advisors, an asset management firm. Connect with him on LinkedIn.

Displaying 25 results

Topic

Financial advisers need steady learning to keep earning

The SEC advice rule's continuing education requirement for advisers would help advance the profession.

Topic

Investing in virtue is hard when few companies qualify

Two biggest socially responsible ETFs both have positions in Facebook

Topic

Innovative ETFs struggle to impress investors

Most assets in exchange-traded funds are in market cap-weighted index funds.

Topic

Wall Street can’t derail the move to lower fees

Some firms are making it more expensive to buy Vanguard funds, but investors agree with Jack Bogle that "you get what you don't pay for"

Topic

Gundlach faces battle to keep his bond star from fading

The DoubleLine manager's fund has barely beat its benchmark over the last three years

Topic
  • News
  • July 21, 2017

Having reached the summit, can Vanguard maintain its perch?

Unique challenges ahead for new CEO of the second-largest money manager in the world.

Topic

Does Yale endowment’s defense of higher-fee active management hold water?

Legendary endowment chides "fee bashers," saying what really matters is net returns. But traditional styles of active management are now available as low-cost index, or smart beta, funds.

Topic

Emerging markets make a comeback

The MSCI Emerging Markets Index is up 14.8% this year through August, including dividends, while the S&P 500 is up 7.8%

Topic

Why the S&P 500 is a bet on high-valuation stocks

The passive index's run may be coming to an end as active strategies have outperformed the index so far this year.

Topic

Why giving every 21-year-old $16,500 may solve America’s retirement crisis

Set aside that money at the beginning of workers' careers in order to leverage the magic of 50 years of compounding returns in a 50-50 portfolio. Of course, they'd have to pay the money back.