analytic tools

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  Zephyr Upgrades Analytics Offerings

  By Danielle Andrus, AdvisorOne  |  July 19, 2012

  Zephyr Associates has upgraded the analytics center on its public website, StyleADVISOR.com, to offer complimentary mutual fund analysis, the firm announced on July 12.

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  Why It’s Worth Factoring in Factors

  By Ed McCarthy, CFP  |  February 26, 2012

  Adding factor strategies to investment portfolios may provide investors with greater diversification, better wealth preservation and other benefits, argues Bill DeRoche of QuantShares.

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  Risk-Based Oversight of Investment Advisors

  By Les Abromovitz  |  January 1, 2012

  Even if the SEC had a larger budget and more resources, it is doubtful that the Commission would have the resources to regularly examine all RIAs. Therefore, the SEC is likely to continue relying on risk-based oversight to fulfill its mission of protecting investors.