| This Week's Best
Megan Leonhardt Over half of advisors are waiting on the sidelines until the Department of Labor releases its finalized fiduciary rule, even though 73 percent feel it will require significant changes. RELATED: Firms Hiring to Comply With DOL Fiduciary Rule |
Diana Britton LPL will lower pricing and account minimums as it prepares for the coming Department of Labor fiduciary rule and shifts to a more fee-based model. |
Megan Leonhardt A new report by the Financial Industry Regulatory Authority casts doubt on robo advisors’ ability to eliminate conflicts of interest. |
Ryan W. Neal Edward O’Brien, formerly a senior vice president and head of platform technology at Fidelity Institutional, was named eMoney’s new CEO on Thursday, starting immediately. |
Ryan W. Neal With WorthFM, a new robo advisor tailored for women, a media company uses technology to leap into financial services. |
David H. Lenok Even the ultra-high-net worth are kept up at night by life’s two unavoidable constants: death and taxes. |
Kevin McKinley Most young families should put retirement ahead of college on their list of financial goals.. |
Will Sleeth According to George Lucas, Star Wars is “all about family problems.” So, how would this fictional family deal with an all too common real-life issue? |
From Bloomberg Bloomberg With little fanfare, the Koch brothers are building an operation called 1888 Management LLC to manage part of their personal wealth. |
Bloomberg Armed with little more than open-source software and an Internet connection, DIY types like Roger Hunter have razed virtually every barrier to entry in the world of quantitative investing. |
Bloomberg Wellington Management Co., which fired Jack Bogle in 1974, manages six large active mutual funds with a total of $240 billion in assets for Vanguard. |
| | WEALTH MANAGEMENT MADNESS | Who is the most influential person in wealth management? Find out who won in the first round of the annual bracket tournament. Round 2 starts Monday. Meet the contenders |
WEALTH MANAGEMENT WIRE | The Fed: A Tale Of Broken Promises And Underpants Gnomes For what seems like years now, the Fed has been wooing investors with talk of an "overheating the economy" and runaway inflation. Robo-Advisors Are Desperately Clinging To A Dangerous Dogma They all seem to advocate a heavily overweight position in equities, and for the most part, this is skewed towards U.S. equities. Why Gold Shined After The FOMC Meeting Gold staged a big rally on Wednesday, following FOMC's decision to leave interest rates unchanged. This Rally Still Has Legs, But They're Likely To Be Short The well-worn market adage 'no two markets are alike' is certainly true, but so is the fact that all markets have common characteristics. 10 Easy Steps To Help Clients Get Organized for Tax Time Some quick tips that will help your clients get organized and make filing their taxes that much easier. 6 Personal Trading Checkpoints As you evaluate yourself, your motivations, and perspective, consider the following six checkpoints. Rules For Stock Speculation Here are 21 rules/guidelines that I try to follow when speculating in the stock market. I don't always follow them, and in such cases, I usually end up regretting it. Why It's (Seemingly Always) Time To Buy Treasuries The market seems to be underpricing the likelihood of a Fed rate hike this week. |
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