4 Ways to Strengthen BICE in DOL’s Fiduciary Rule
The Labor Department’s proposed rule is historic and can be improved by industry suggestions, as long that input doesn’t weaken the rule.
Warren Buffett’s 8 Warnings for Investors
The Oracle of Omaha owns up to his failings in the 50th annual Berkshire Hathaway shareholder letter, providing plenty of investing advice along the way.
We’re Living Longer — Get Ready to Pay for It
ERISA attorney Marcia Wagner says increased life expectancy raises financial risks for retiring clients and requires careful planning.
Make 2015 a Transformational Year
Advisors have seen several years of growth, but now more than ever, they need to ensure that their technology is not behind the times.
Jack Bogle: Investing Outside U.S. Not Worth the Risk
Also, Bogle says role of advisors should be to keep clients from making bad investment choices.
The Legacy of John Bogle, the Man in the Arena
Few advisors realize that Vanguard founder Jack Bogle is a lot more than just the “index” guy.
House Passes $1.1 Trillion Government Budget
Lawmakers voted 359-67 to send the measure to the Senate, which is set to pass it later this week.
65-Year-Old SEC Ruling Shines Clear Light on Fiduciary Standard
In the case of the dually registered Arlene Hughes in 1948, the SEC stated clearly what it means to be a fiduciary.
Is the Market Irrationally Exuberant?
Advisors and investors should watch volatility closely, and beware of buying trends that aren't backed by strong fundamentals, experts say.
Toxic Words: The Importance of the Language You Use in Your Firm
Words are powerful. They can be used to encourage, inspire and enlighten—or to judge and destroy.