What Is Fiduciary Investment Advice Under DOL Fiduciary Rule?
Attorney Marcia Wagner clarifies the true definition of fiduciary and which plans are affected, and concisely breaks down the new rule’s challenges.
Proposed: The DOL Fiduciary Standard Is Unworkable
One expert believes that the advisor industry is ill equipped to grasp what it really means to operate under a fiduciary standard.
Answering the Hardest Question in Economics
Do low interest rates cause inflation, deflation or neither?
What DOL Fiduciary Rule Means for Your Digital Marketing
You can tap into investors' desire for an advisor who puts their interests first through your marketing.
Investor Education Slips Into Reverse
Efforts to increase financial literacy haven't done much — and probably never will — to improve investor knowledge.
The Real Reason Stocks Are Rising: Searching for Alpha for August 2016
Is it fundamentals? No. Is it politics? No. What about momentum? Bingo.
Broker-Dealers Embrace DOL's Best Interest Contract Exemption
Several insurance carriers have indicated they will attempt to comply with the DOL’s best interest contract exemption rather than exiting certain lines of business.
My Personal Fund Screening Process
Using the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
How Donald Trump Changed My Mind About Gold
I've said that love for gold is irrational. But I'm changing my mind thanks to Donald Trump.
How to Comply — and Why — With SEC Rules on Regulatory AUM
Whether you call yourself a financial planner or investment manager, pay close attention to the SEC’s instructions (and enforcement actions) on counting regulatory AUM.