Has the Consumer Media Gotten the Fiduciary Message?
If some recent articles in The New York Times and Forbes are any indication, 2015 might become the year of "fiduciary-only."
Should CFP Board Settle Camarda Case? My Argument and the Board’s Response
Is it time to settle the case quietly, before it goes to trial? I say yes, but the CFP Board chairman begs to differ.
Preparing Clients for Some Gloomy Possible Futures
Even if you don't believe in these gloom-and-doom scenarios, your clients will want to know how you're protecting them.
Assessing Risk in Real Estate Investing, Pt. 2: Digging Deeper
To understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
Assessing Risk in Real Estate Investing, Pt. 1: The Overview
Presenting the historical context of risk in real estate investing, along with an overview of the primary sources of risk in a real estate portfolio.
Congress’ Call for SEC to Shift Resources: Dangerous Gambit
The implication is that the SEC has got all its other areas of responsibility so well under control that it ought to cut back there to keep a better eye on those rascally RIAs.
Faith-Based Advisor Group Requires a Real Commitment
Gaining a Qualified Kingdom Advisor designation isn’t for advisors who “just want to put a fish on their business card,” says Rob West.
The Real Value of an Advisor: 'Risk' and 'Managing'
Are your conversations with your clients about the 2014 markets different than in 2008-2009? We focus on helping clients understand what we mean by risk and managing.
A 6-Point Advisor To-Do List for 2015
Love that bull market, but to succeed next year no matter how the markets behave, you'll need to follow these six steps.
The Value of Using Trailing Stop Orders: A How-To
TSOs can play a key role in protecting a portfolio if you use them correctly.