100% Advisory Payouts & 7 Other ‘Heresies’
Advisors beware: Many sacred cow profit centers being disrupted by broker-dealers promoting “loss leaders” to prospects.
Senate Health Bill Would Bring Drug Price Controls
The author says states would put tight new limits on the drugs their Medicaid plans cover.
Luxury of Time: Hard decisions Are Easier With Time to Think
I was recently working with an advisory firm owner who wanted to fire one of her employees.
New CFP Board Standards Are a Good Step, but What’s Next?
Make no mistake — CFP Board’s proposal is a good first step; the big question, perhaps the only question, is what step comes next.
Beauty Is in the Eye of the Discloser: Suggestions for CFP Board’s New Standards
While most reviewers are applauding the proposals, one point that astute observers make is that they take a rather soft stand on conflicts of interest.
Lloyd's of London Is Not Just for Celebrity Body Parts
Clients' needs come in different sizes. Sometimes, the advisor may want to recommend a trip to the tailor.
Senate's Health Bill's Pain Doesn't End at Medicaid
The author thinks BCRA could lead low-income people to pay high prices for awful coverage.
Open Architecture Is Key for RIA/BD Hybrids
For hybrid firms, it’s important to do things in as efficient and cost-effective a manner as possible.
Tactical Investing Tips Advisors Can Use Now
These tools can help advisors express opinions on short-term market movements for opportunistic alpha, or profit from broad-based sector declines in the longer term.
What Is a Renaissance Investment Management Firm?
Throughout the Active Equity Renaissance series, we have pointed out the obvious need to overturn modern portfolio theory (MPT) and replace it with something better.