Why a Fiduciary Duty Matters
Does a fiduciary duty really make a difference in the quality of the advice that retail investors get?
Financial Services Explained, Pt. 1: The Cost of Everything
In the first of a series, we look at how advisors young and old can benefit from understanding how the industry works for your clients.
Why the Wirehouses Hate the AUM Business Model
To me, the big question is why brokers continue to share their revenues with their broker-dealers.
Conflicts of Interest and Advisor Credentials: Then and Now
Do those who call for a fiduciary standard for all advisors have a conflict of interest? It's a bit more complicated than that.
How the Best Firms Outperform
The slowed-down markets in 2015 reveal to FA Insight what makes top advisory firms successful.
Does Client Philanthropy Pose a Conflict for AUM Advisors?
If your client reduces his assets under management through charitable giving or other means, does that make the flat-fee approach better for advisors?
History Provides Hope for Institute for the Fiduciary Standard’s New Best Practices
While reforming large financial services institutions may be tough, the Institute believes reforming the industry from the ground up is more doable.
How Financial Advisors Are Like Pablo Picasso
Ron Rhoades recounts a Pablo Picasso story to show the value of financial advice.
If You Can Commoditize Asset Management, Will Advisors Be Next?
Scott MacKillop's First Ascent's fee structure could be a game-changer for TAMPs. Can it apply to advisor fees as well?
Financial Advice and the Age of BS
What is up with the continuing attacks on AUM compensation by the proponents of a flat earth, ah, I mean, flat fees?