Evensky, in Reversal, Sees Annuities as Vital for Retirement
Evensky talks to ThinkAdvisor about why he changed his mind on annuities and why the notion that fiduciary advice will raise investor costs is “balderdash.”
Moore to Leave LPL; Arnold Replacing Him as President
Robert Moore is leaving LPL to become CEO of Legal & General Investment Management America, an RIA specializing in fixed income.
Bill Gross: Hunker Down for Global Currency War
It was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
3 Hidden Broker-Dealer Profit Centers Exposed
There's nothing wrong with broker-dealers being profitable, but how those profits are obtained could use a good dose of disclosure, BD recruiter Jon Henschen writes.
Gold Bug Merk: The Risks of Gold
As a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.
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.
Private Equity, Venture Capital Firms See Intense Competition in 2015
But they also see increasing investor interest, especially outside traditional markets, a Preqin survey finds.
Risk Management Tips for HNW Home Renovators
There are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
Senate Finance Passes 17 Tax Bills
Changes to REITs, enrolled agents and small insurance companies are included in the package.
Watchdog Slams Sen. Johnson for DOL Fiduciary Comments
Committee for the Fiduciary Standard says senator’s charge that a DOL rule requiring fiduciary advice on retirement would hurt ordinary Americans is “just not true.”