11 Reasons Why Putting Brokerage Clients’ Interests First Is a Bad Idea
The reasons raised by the brokerage industry against DOL’s fiduciary proposal are good, but out of the goodness of my heart, I offer some more.
White House Is Not Fond of Hidden Retirement Fees
The Obama administration says "conflicted investment advice" costs Americans $17 billion a year. Let's look at their math.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
QLACs Change the Game in Social Security Timing
Insurance carriers have begun to offer qualified longevity annuity contracts, which can reshape a client’s entire retirement income planning strategy.
Now Comes the Hard Part for Greece
Friday’s accord was necessary but far from sufficient. The larger challenges ahead to resolve the Greek crisis will be far more difficult to overcome.
Busy? Yes! But Are You Good Busy?
We’re all busy, but to be good busy, start by reviewing your productivity and your job description.
The Medium Is the Message, When the Subject Is Investor Protection
The Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
Get Ready for $10 Oil
Global demand remains weak, output is growing and OPEC’s power is eroding, columnist Gary Shilling warns.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.