In DOL/Post-DOL Fiduciary World, RIAs Need to Re-Differentiate
How RIAs should respond to what's likely to be a new wave of deregulation.
Your 2017 Incentive Plans: Be Careful What You Pay Staff to Do
One takeaway: Incentives based on individual competition do not motivate employees to work together, nor toward the good of the firm.
New Social Security Rules: How to Maximize Benefits
While many old Social Security claiming strategies have been eliminated, action can still be taken to obtain the highest possible benefits.
Index Funds, Quants and Hedging: John Bogle Speaks
Bogle discussed some of the more abstruse critiques of index investing with Bloomberg.
Decay and Investing: When Time Keeps On Slippin’ Into the Future
A good understanding of the concept of “decay” is instrumental in managing certain investments (with apologies to Steve Miller and a nod to “Trading Places”).
Welcome to Silly Season, aka Market Prediction Time
Taking a consistent, disciplined approach to investing will benefit you and your clients much more than following the “top picks” of the market prognosticators.
For Cuba’s Economy After Castro, a Glum Forecast
At a glance, the case for Cuba’s optimism is obvious, but the core problems of the region will also hamper its growth, writes Tyler Cowen.
Flat Fees: Not as New as You Think
I know many advisors who instituted retainers but then switched back to an AUM compensation model; the benefit was to them and their clients.
New Regs Encourage Split Annuity Pension Option
IRS rules change the traditional decision-making process for clients on whether to accept a lump sum from a pension plan or an annuity.
Does Your Fee Schedule Need an Overhaul?
Commissions? Fees? Retainers? Why there is no such thing as the perfect fee schedule.