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.
Best Finance Tweets of the Month: January 2015
From the Charlie Hebdo massacre to the Snowpocalypse that wasn't to the winter conference circuit.
NFL Players Turned Advisors Commend Cardale’s Career Move
Advisors with pro sports experience sound off on Sunday's Super Bowl and Ohio State quarterback Cardale Jones' desire to become a financial planner.
10 Super Super Bowl Numbers: 2015
Off the field, the stats don't lie about gluttony, gambling and other big-game behavior.
4 Lessons Peyton Manning Can Teach Advisory Firm Owners
Once a firm owner decides to grow the firm beyond some clerical help, a successful advisory firm is a team game.
Time to Follow Bill Gross Into Unconstrained Bond Funds?
A strong case can be made for such flexible funds, but before you leap, consider three key issues.
Behavioral Economist Thaler Warns of ‘Hindsight Bias’: IMCA Conference
If so many advisors saw 2008 coming, why hadn’t more investors avoided the aftermath?
Top 10 Favorite Super Bowl Numbers
Behind the Super Bowl are myriad facts that help tell the story of the game, from the teams that play to the food scarfed down by fans to the value of the trophy that every team covets.
Tom Bradley Says ‘RIAs on the Winning Side’: TD Ameritrade Conference
TD Ameritrade Institutional President Tom Bradley opened the clearing and custodial firm’s annual conference Thursday morning in Orlando with a wide ranging discussion of current hot topics.
Business of Sports: 6 Big Sponsorships by New York Life
New York Life invests heavily in sponsoring the games we love to watch and sees benefits beyond just name recognition.