Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

The Takeaway: Fiduciaries and planners are salespeople, too

Feb 4, 2013 @ 11:35 am

By Josh Brown


Cash is a bad habit and market timers can get addicted very easily. (Abnormal Returns)

Last month $77 billion came gushing into stock funds, which TrimTabs says is the new all time record by a landslide. (Focus On Funds)

Pension funds said to be unlikely to join in on the Great Rotation from bonds to stocks. In keeping with tradition, they'll wait for another 2 or 3000 Dow Points first, then jump in. (Pensions & Investments)

Carl Richards on the only question investors should be asking: “How can we avoid making the big behavioral mistake of selling low and buying high (again!) in the future?” (Bucks Blog)

The Biz

Brokers are thrilled about the compensation disclosure proposal floated by Finra, they think it is a wonderful idea. Just kidding. (Investment News)

Financial advisor blogger using SEO keywords to attract annuity buyers to his 40 sites. Okay. (Financial Planning)

Number of RIA acquisitions actually declined last year even though the deal sizes were bigger. (Investment News)

Fiduciaries and planners are salespeople too. (Nerd's Eye View)


Sorry, Main Street is anything but euphoric about the Dow at 14,000. (The Reformed Broker)


Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.


What do you think?

View comments

Recommended for you

Featured video


Pershing's Dolly: 3 challenges facing advisers ahead

What are the biggest challenges facing financial advisers today? Pershing Lisa Dolly explains some of the hurdles, and how great advisers are overcoming them.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

10 funds with largest 3-year outflows

Even well-managed funds that have beaten the S&P 500’s 10.1% average annual gain have watched investors flee.

Wirehouse training programs are back

At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.

New military pension rules need financial advisers to step up and serve

Matching defined contribution plan expected to see more money, more need for sound advice.

Brian Block's $4 million bonus was tied to a key metric at ARCP

Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.

Edward Jones is winning the Google search war

Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print