The brokerage and custody business
The latest move in the ever-shifting world of investment brokers is a BIG one.
John Bogle’s legacy
Most of what we think of as modern index investing can be traced to one man.
The Fiduciary Pledge
Does your advisor pledge to serve your best interests all of the time?
Over-managed and under-advised
What does the size of a firm's assets under management tell you about what they do? Not much.
Who pays your advisor?
Warren Buffett needs to take a bat to Wells Fargo
Wells Fargo customers were wagon-jacked, and it’s time for senior management to pay the price....
Unbiased advice vs. the incentive
Having a relationship with a fiduciary advisor means never having to wonder what incentive is behind the...
Are you a customer or a client?
There is no reason ever to settle for being just a customer
Your retirement took a beating today
New fiduciary rule won't eliminate abusive practices
How not to get cheated
Protect yourself at all times. It's not hard. Here's how.