Change Is Coming, RIAs. Don’t Get Caught in the Middle
The RIA community will separate in the near future into high-end family advisor models and lower-end, cheaper, technology-driven models. Will you survive?
Tax Hike Needed
We’re conditioned to regard taxation as bad for the economy.
Top 10 Terrible Predictions About Economy
On 11/11/11, while the world still exists despite some predictions otherwise, a review by AdvisorOne of 10 terrible predictions about the markets and the economy.
Five Good Questions for Behavioral Economist Dan Ariely
When it comes to making decisions, using emotions is likely to be unsuccessful or lead us astray; money isn’t unique in that regard.
Japan Takes Steps to Weaken Yen
In response to a move by Switzerland on Wednesday to weaken the Swiss franc, Japan found itself forced to intervene on behalf of its own currency on Thursday for the third time in less than a year, selling an unspecified quantity of yen on the market.
AARP: Value of Unpaid Caregivers Worth $450 Billion in 2009
A report released Monday by AARP’s Public Policy Institute put the value of unpaid care for a friend or family member at $450 billion in 2009.
When Is a Salesperson Not a Salesperson? Brokers and Fiduciary
Why financial services is different than selling cars.
Consumer Sectors: Strong Positioning
R.J. Hottovy, CFA, Morningstar Generally speaking, we believe consumer stock valuations appropriately reflect our turbulent spending outlook. However, pockets of value can still be found across...
Peter Drucker for Wall Street Czar
Drucker would advise Wall Street to ask what retail brokers think. About being a fiduciary, brokers might "surprise" execs. Many would say "Bring it on!"
How Smart Bosses Are Making Lemonade
Some companies are searching hard for alternatives to downsizing. A May 2009 article in Ode magazine ("How to cut costs and keep your employees") recognizes...