Changes await financial advisors now that the regulatory overhaul bill
is final, some imminent and some that may be years away.
As I reread the interview I did with Fiduciary Network CEO Mark Hurley
in the July issue, it suddenly dawned on me how prescient many of his
observations were, particularly about the benefits and...
by
Evan Simonoff
Most sellers are "delusional" about the value of their advisor firms, 95% of which have little or no value, according to Fiduciary Network CEO Mark Hurley.
Some advisors are concluding that BP PLC, which just a few months ago
seemed like a blue chip, is just too risky for their clients.
by Michelle Knight
Bond investments shouldn't automatically be sold off when interest rates rise. Here's why.
by
Evan Simonoff
Why the unemployment rate matters so much to them.
by Eric L. Reiner
Health-care reform gave birth to new income tax laws that are crying for attention.
Over the past decade, two of the major historical constants on long-term planning-the
temporal limitations of the trust form as dictated by the Rule Against
Perpetuities, and the inability of a...
Some financial
advisors, focusing on the burgeoning strength of the U.S. economy, have
seen this spring's troubles as a buying opportunity.
The plunge in markets worldwide is starting to open up some bargains for long-term investors.
by David Reilly
Break out the stogies. Congressional leaders are moving debate over
financial overhaul into the proverbial smoke-filled back room.
Watching events unfold in Greece and the rest of Europe over the last
month, I couldn't help but think of a scene from the 1981 movie, Fort
Apache, The Bronx, in which Paul Newman plays a cynical,...
by
Dorothy Hinchcliff
When it comes to retirement, 57% of Americans who participated in a
recent survey say that they are either a little or far behind
financially.
by
Ray Fazzi
Financial advisors are shifting from cost cutting to growing their
businesses and taking on new employees, according to polling by
Fidelity Investments.
While there's no shortage of topics to analyze as a result of the
2008-2009 global recession, the unprecedented monetary stimulus has
justifiably focused investor attention on potential inflation.
by
Ray Fazzi
For many Americans, financial success is not defined by what you have, but what you don't owe, according to a new survey.
by
Dorothy Hinchcliff
The author of a paper that looks at how to determine optimal leverage in
an investment portfolio is the 2010 first-place winner of a $10,000 award for advancements in active management.
by Suzanne Barlyn
The limited role assigned to the SEC's new compliance chief
may unwittingly help the agency's critics, who have turned up the heat
in response to the government's push for tougher regulations and...
Goldman Sachs Group Inc.'s new legal troubles could be a boon for
some wealth managers, particularly independent and smaller firms.
by
Jeff Schlegel
Nobel Laureate William Sharpe believes the 4% rule for withdrawal rates might be harmful to a portfolio's health.
