Side-Stepping SEC and DOL, 11 Fiduciary Best Practices for Advisors Are Proposed
Institute for the Fiduciary Standard's Knut Rostad says these practices can be used by advisors to counteract D.C. gridlock on fiduciary and “investor misperceptions.”
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
Supercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking “pot shots” at him.
Senate Committee Warming Up to Multiple Employer Retirement Plans for Small and Midsized Employers
In a move that many industry watchers said is long overdue, Congress is turning its attention to a number of issues related to retirement preparedness
Smart Beta Is First Among Equals in Schwab’s Book
Anthony Davidow may be unique among financial executives in managing to express a viewpoint in his job title: alternative beta and asset allocation strategist.
Dissecting John Bogle’s Anti-ETF Banter
The Vanguard founder often cites exchange-traded funds as a source of investor and market woes. Is that view warranted?
The Perils of the Indexing Crowd
New risks emerge as investors pile into a strategy.
What Bill Gross’ Resignation Means for PIMCO, Janus & Markets
John Bogle, Lou Harvey and other experts discuss how the fixed-income guru's "rock star status" could affect fund flows and the industry.
Lots of Testimony, Much Dissent on Retirement Fixes
Senate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
Congress Begins to Tackle Retirement
Congress this week is turning its attention to the country’s retirement security crisis, particularly for workers in small and midsize businesses.
Industry Gears Up for Fiduciary September
Advisors are beginning to think that if regulators won't move forward on fiduciary rules, maybe the profession should, TD Ameritrade's Skip Schweiss tells ThinkAdvisor.