Investor Behavior by the Book
As you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and Schmucks
Readers of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?
Want Referrals for New Clients? Get Them on the Web
A Paladin Registry survey makes a pretty compelling case that there is plenty of opportunity for independent advisors to get clients on the Web.
The Case for a New Advisor Designation: ‘Fiduciary-Only' Advisors
“Fiduciary-Only” advisors would create a new level of trust between retail investors and advisors — and become the next “powerful marketing tool.”
Come Together (for Fiduciary Best Practices)
Knut Rostad's thoughtful white paper calls on the advisory industry to set fiduciary best practice standards.
Free Financial Advice? What Could Be Better for Consumers?
Excising the requirement that professionals act in clients’ best interests would make society much more efficient, and save the Treasury billions!
Legacy Clients: What’s Missing in the Fee/Commission Debate
A discussion on converting clients from commissions to fees raises some interesting points.
Still Trying to Understand NAPFA’s New Membership Rules
I spoke to the fee-only organization’s CEO, Geoffrey Brown, but I remain confused. How about you?
The 2% Solution: NAPFA Changes Its Membership Standard
I find myself in the curious position of agreeing with both the NAPFA rule change and the advisors who oppose it.