Hold onto your books. Because Management is not what is used to be--Or will be.
Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,
By definition, prudence involves the exercise of skill and good judgment in the use of resources. It is a core fiduciary duty.
The Four Remaining Wire Houses Will Succeed or Fail Based on How Well They Address These Three Things
Top earners are being given a major reason to look elsewhere
Wow, I read this morning that Merrill Lynch has already started aggressively hiring trainee Financial Advisors
Veteran recruiter Danny Sarch kicks off his exclusive <i>InvestmentNews</i> blog by debunking what passes for conventional wisdom in the world of broker and adviser hiring.
With the decline in the stock market over the last year, there is renewed interest in lifetime income guarantees for retirees. So, does it make sense to annuitize retirement money or roll the dice with market based returns?
An investment fiduciary's duty of loyalty demands that the investor's best interests guide the decision-making process.
The BRIC group — Brazil, Russia, India and China — for a number of years has functioned as a proxy for large developing markets with an attractive long-term return potential.
On a recent trip to Singapore, my wife and I took a cable car ride between two islands.
In my last Fiduciary Corner column, I wrote about the significant benefits that would result if, as a result of regulatory reform, all who provide financial advice — including broker-dealer representatives — are held to the fiduciary standard of care established under current laws.
Two of the primary pillars of retirement security are not just on the ropes, but actually on life support.
Safety and security for retired investors have been overrated, and we need to think differently about these concepts and about diversification.
Summertime is coming up quickly and you know you want to hold client events, however you don't have the staff or budget available in the past. How can you create events that will impress clients and gain referrals?
Some time ago, a reporter asked me a simple yet profound question: “If everyone providing investment advice were held to a fiduciary standard of care, how would things be different than they are today?”
