Fiduciary Forensics, Fiduciary Forensics Subscriber, Reading Lounge, Reading Lounge Subscribers
The CFA Institute and the Wall Street Journal seem to agree that fiduciary is not an appropriate moniker for every financial consultant. Titles, such as “advisor” or “broker,” should be used by different groups. Dealing with a fiduciary is no guarantee of getting...
Fiduciary Forensics, Fiduciary Forensics Subscriber, Reading Lounge, Reading Lounge Subscribers
The short answer is “Yes” Here are the reasons: 1. The SEC DID NOT make a “Fiduciary” rule, despite what you may read elsewhere. With respect to the TWO (2) proposals they made, they never, not once in the 500+ pages referred to or used the word, “Fiduciary” That’s a...
Fiduciary Forensics, Reading Lounge
Summary Does fear motivate people to make a bad investment? The herd mentality? Greed? It all is driven by ego. Bernie? Ego brought him investors ad nauseam. Ego brought him down. I bet you can think of other applications of the ego theory outside of investing. This...
It's All About Sales Subscriber, Reading Lounge
Summary We interviewed five of our Marketplace authors who focus on macro trends to get their take on what happened in 2017, and what’s on deck for 2018. Fear, speculation and bias do not make for smart investment decisions. Where are the “safe...
