Suitability and Fiduciary Duty
Recommending suitable investments is more than just a regulatory obligation. Many investors bring cases claiming lack of suitability, so RIAs must continuously put the onus on clients to notify the advisor of changes in their financial situation.
Emerging Markets’ Growing Middle Class a Boon for U.S. Investors: Outlook 2012
During the 2012 outlook season, investment strategists and other market watchers have repeatedly taken note of the growing middle classes in China, Southeast Asia, India and Brazil.
Schwab's Deep Impact
If you want sound bites, Schwab Impact 2011 in San Francisco had them.
Buy-and-Hold Debate Gets Louder as Market Volatility Rises
The rising level of market volatility as 2011 comes to a close seems to be bringing with it a return of doubts about 'buy-and-hold' investing, as expressed by Mark Cuban, that became a fixture of investment debate in the market crash of 2008.
Chuck Schwab at Impact 2011: Bernanke ‘BS’; Obama’s Got to Go
The chairman says there must be a leadership change before the U.S. economy can expand.
Cohen & Steers: Investors Should Seek High-Dividend Stocks
A new white paper released by investment manager Cohen & Steers on Monday maintains that dividend oriented companies are "strongly positioned to continue raising pay-outs and deliver solid returns." The report also says these companies are “trading at attractive prices and offer great upside potential.”
PIMCO’s El-Erian Warns U.S. Rating at Risk, Even With Debt Ceiling Deal
As leaders of both parties now plan to unveil their own debt-ceiling plans, El-Erian said that a short-term deal would leave “the AAA rating extremely vulnerable and does little” to fix the basic problems of the economy.
Krugman: Europe’s Greek Debt Deal Will Kill Recovery
The Times' Paul Krugman on the Greek rescue: “The Serious People are determined to destroy all the advanced economies in the name of prudence.”
Ex-SEC Chief Arthur Levitt Renews Call for Plain-English Disclosures
Financial disclosures that are written so that it is impossible for the average citizen to understand it has been, and remains, a bad idea, according to former SEC Chairman Arthur Levitt.
Top Reasons to Raise the Debt Ceiling, in Recession and Recovery
Asset manager James Altucher's popular argument creates new buzz as the budget fight looms.