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Don't Forget About Your Annual Renewal Fees!
Written by: Brian YoungWe have officially entered the annual renewal season for 2016!As we prepare for the holidays, don't forget that you must submit payment for your firm's annual renewal fees....
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Insourcing vs. Outsourcing: Become the Ultimate Advisor
The scope of what an advisor does is mind boggling. Essentially, they are small business owners with an endless list of responsibilities and clients who have unbelievably high expectations.It is...
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Wealth Accumulation is at Risk Without Wealth Protection
Having your clients consider long-term care and disability insurance are an easy and inexpensive ways to protect against the depletion of their assets when they can no longer work. In May, Money...
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A Team Approach To Insurance
When it comes to insurance, coordination between different financial professionals leads to a greater client experience and more efficiencies across the board. When there are multiple parties involved...
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Why There Is No Reason for Any Delay of DOL's Fiduciary Rule
THE COMMITTEE FOR THE FIDUCIARY STANDARDSTATEMENT To CONGRESSTHE TRUTH About DOL's Fiduciary Rule:More Advice & Lower Costs In The Best Interest of InvestorsLarger Retirement Nest Eggs to Put To...
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Private Equity Head Tapped to “Fix” US Intelligence Apparatus. Why?
Why should we think the head of a private equity company could effectively “fix” US Intelligence? It is not apparent that this individual is even remotely qualified to fix the US intelligence...
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Four Different Courts Have Upheld the DOL Fiduciary Rule. Why Does Trump Want...
Follow the Money.Four Different Courts Have Upheld the DOL Fiduciary Rule.Is it in America's Best Interest for Donald Trump to Kill It?Definitely Not!Then Why Does he Want To?Follow. The. Money.The...
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Would the Fiduciary Standard Actually Increase Investor Returns?
Who’s Afraid of Placing Investors First? Registered investment advisers have been fiduciaries for decades, working in their clients’ best interests under the Investment Advisers Act of 1940, and ERISA....
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What Fiduciaries Do That Helps Investors Achieve Better Outcomes
#Savefiduciaryrule!Tags: latest
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Does DOL Fiduciary Rule Have Staying Power? Are You Prepared For June 9th?
The first requirements of the DOL Conflict of Interest – Fiduciary Rule are scheduled to become effective on June 9, just weeks from now. Are you ready?June 9th is coming up quickly and the Fiduciary...
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DOL Fiduciary Rule's Impartial Conduct and Best Interest Advice Standards in...
This is very meaningful for retirement investors. The DOL Fiduciary Rule's Impartial Conduct and Best Interest Advice standards WILL BE IN EFFECT STARTING JUNE 9, 2017!For Investors, this means: 1)...
View ArticleKathleen McBride
Kathleen M. McBride, AIFA®, is founder of FiduciaryPath, LLC, a consulting and research firm specializing in investment fiduciary processes for investment organizations and stewards. She is an analyst...
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Are Your Portfolios Really Efficient? (And Does It Even Matter?)
For decades, the gold standard for portfolio construction has been rooted in mean-variance optimization and modern portfolio theory (MPT). Starting with a few asset class inputs (mean historical...
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Special Interests Lobby Courts in ‘Best Interest’ of Banks, Brokers and...
Instead of fiduciary principles that place investor’s best interests first, special interests lobby the Courts to keep their own interests ahead of America’s Retirement Savers.In an effort to kill the...
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Schwab Ads Place Clients and Fiduciaries Front And Center
Finally, ads that put investors and independent registered investment advisers in their place.Front and Center.Tags: nasdaq
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Some Firms Still Resent Placing Retirement Investors' Interests Before Their Own
Some broker-dealers and insurance companies are complaining about the cost of putting investor clients' interests before their own when working with retirement investors, retirement plans, and...
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Edward Jones Gets It Wrong: Self Interest Trumps Fiduciary Interest of...
Edward Jones announced changes in its model that purport to be fiduciary but in reality they are not. Changes to its IRA model may serve Edward Jones' interests, but they do not serve the best interest...
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Why There Is No Reason for Any Delay of DOL's Fiduciary Rule
THE COMMITTEE FOR THE FIDUCIARY STANDARDSTATEMENT To CONGRESSTHE TRUTH About DOL's Fiduciary Rule:More Advice & Lower Costs In The Best Interest of InvestorsLarger Retirement Nest Eggs to Put To...
View ArticleClik here to view.
Private Equity Head Tapped to “Fix” US Intelligence Apparatus. Why?
Why should we think the head of a private equity company could effectively “fix” US Intelligence? It is not apparent that this individual is even remotely qualified to fix the US intelligence...
View ArticleClik here to view.
Four Different Courts Have Upheld the DOL Fiduciary Rule. Why Does Trump Want...
Follow the Money.Four Different Courts Have Upheld the DOL Fiduciary Rule.Is it in America's Best Interest for Donald Trump to Kill It?Definitely Not!Then Why Does he Want To?Follow. The. Money.The...
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