Can Brokers Really Avoid a Fiduciary Duty Without Hurting Their Business?
Following up on comments made by a reader on previous blogs, why would a fiduciary standard for brokers actually force broker-dealers to take a hit?
Financial Planning Has a Lite Designation Now?
Of course, I read all the responses posted to this blog, and the e-mails I get about my column, too. But after all these years,...
Real World Woes: Steve Winks, the Fiduciary Duty and Independent Broker/Dealers
In the comments that he's posted to this blog (for example, in this blog posting , Steve Winks raises some important issues that warrant further...
How to Think Big
The term "producer" rubs me the wrong way. It's insulting to clients. Someone who trusts you with his wealth would cringe if he heard that...