How Trump has changed the 2017 outlook
By Mark WhitehousePresident-elect Donald Trump has given the world ample reason for concern about what the new year might look like. So far, though, financial markets appear to be assuming that everything will be awesome.
December 15, 2016
SPIAs: A historical perspectiveLooking back on the history of SPIAs shows us their value for future generations.
December 15, 2016
Supreme Court Leaves Insider-Trading Law AloneInsiders who corruptly misuse corporate information are guilty of insider trading. Investment analysts who call up the companies and asking them questions, are not.
December 15, 2016
Michael Lewis’ Portrait of Two Men Who Changed the WorldLewis book on Amos Tversky and Daniel Kahneman is an introduction to behavioral economics thinly disguised as a biography of its two protagonists.
December 14, 2016
Large Cracks Beginning To Form Under Robo-AdvisorsNow that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
December 14, 2016
DOL Fiduciary Rule's Fate: 3 Possible ScenariosEven if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
December 14, 2016
Optimizing Clients’ Charitable Giving This SeasonClients portfolios have done well this year, so charitable giving seems appropriate. But whats the best way to practice philanthropy?
December 14, 2016
'Acting' should be for Rogue One, not for CMS administratorsPresidents should be able to fill their cabinets with full-time, year-round workers.
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