Bill Sharpe

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  ‘Modern Portfolio Theory Is Dead’: Sierra’s David Wright

  By John Sullivan, AdvisorOne  |  May 9, 2013

  David Wright might be soft-spoken with a professorial tone, but he didn’t hold back with his controversial comments at NAPFA’s Spring Conference 2013 about future trends and where the markets are headed.

• Mercer Incorporates Retirement Income Solution in 401(k) Offering

  By John Sullivan, AdvisorOne  |  October 31, 2011

  Mercer, a global HR outsourcing company owned by Marsh and McLennan, and Financial Engines, an RIA founded by Nobel Prize-winning economist Bill Sharpe, announced Monday that Financial Engines’ Income+, a retirement income platform designed specifically for 401(k) plans, has been rolled out to Mercer’s defined contribution administration client base.

• Editor's Choice for Week of March 15, 2010: Financial Services Reform Bill, the FOMC, and the State of the Economy

  By James J. Green, AdvisorOne  |  March 15, 2010

  What's happening this week.

• Beta Morphs From Alpha

  By Kathleen McBride, AdvisorOne  |  February 3, 2010

  When huge amounts of assets pile into managed strategies and everyone starts to invest to replicate that alpha, alpha evolves into beta.

• The True Costs of Active Management

  By Ben Warwick, Quantitative Equity Strategies  |  February 1, 2007

  Even the most rational investors must admit to temptation when the subject under discussion is actively-managed mutual funds. After all, it's nearly impossible to read...

• Buy and H-o-o-l-d

  By James Picerno  |  May 1, 2006

  Index funds and passive management are thought by some to be one and the same, but in practice, indexing has proven itself far less passive...

• Still Striving

  By Staff Writer  |  January 1, 2004

  It's a typical evening at the home of renowned financial planners Harold Evensky and Deena Katz: In the study, Gary Brinson is sidling up to...

• Paths to Success

  By Staff Writer  |  September 1, 2003

  Should we choose to make our investments actively or passively? While the arguments are fast and furious on both sides, there is a place for...

• Fixing the Flaws

  By Staff Writer  |  August 1, 2003

  Bill Jahnke says the system most advisors use for investing is broken. He is calling for a revolt to overthrow the regime of asset allocation...

• Portfolio Rebalancing: Shelter in the Storm

  By Ben Warwick, Quantitative Equity Strategies  |  October 3, 2002

  The performance of equities and fixed income securities during the third quarter emphasizes a valuable lesson for all investors-the benefits of owning a little bit...