Who Wins ‘Passive vs. Active’ Institutional Debate? Pt. 1: U.S. Large Cap Blend
By Andrew RiceMost articles written on active management vs. passive indexing rarely provide precise apples to apples comparisons, much less an all-institutional dialogue about true data.
May 05, 2015
What you need to know about variable annuities in trustsLearn the potential benefits of using variable annuities (VAs) in trusts.
May 05, 2015
The age of financial secrecy is endingThe new transparency means there's a power shift between customers and those trying to serve and profit from them.
May 05, 2015
Greece's Firebrand Finance Minister Deserves to Be HeardVanis Varoufakis was a breath of fresh air in this protracted and exhausting Greek economic drama, which involves alarming human costs.
May 05, 2015
Using Fixed Indexed Annuities for Retirement IncomeAs the search for retirement income alternatives continues, FIAs with new fixed-income features look attractive.
May 04, 2015
Getting Back That ‘New Business’ FeelingThink back to when you first started your firm: how excited, motivated and inspired you were.
May 04, 2015
Experts Take Aim at DOL Fiduciary RedraftOne ERISA lawyer perhaps said it best after digesting the DOL's 700-page fiduciary redraft: There is so much to say. I don't know where to begin.
May 04, 2015
An SEC Broker Fiduciary Standard May Undermine the ’40 ActIn my March 25 blog on ThinkAdvisor.com, Will She or Won't She? Mary Jo White and the Broker Fiduciary Standard, I voiced some concerns about SEC Chairwoman White's recent remarks at SIFMA's Legal and Compliance Seminar in Phoenix pertaining to the SEC's plans to move forward with a fiduciary standard...
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