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: Marketing inequality In financial planning firms is growing

Aug 26, 2013 @ 3:18 pm

By Josh Brown

Portfolio

Jack Bogle: Who you calling "Parasite"?  (Financial Times)

Joe Terranova: We should not be expecting a replay of the Asian Contagion across emerging markets this year.  (Virtus)

Larry Swedroe: Momentum is everywhere, including government bonds (CBS MoneyWatch)

The Biz

The Growing Marketing Inequality In Financial Planning Firms (Nerds Eye View)

Rick Ferri: "Even if brokers were required to be fiduciaries at the current standard, there is a difference between following a legal fiduciary standard and upholding a personal stewardship standard."  (Rick Ferri)

The investing and finance community mourns the death of pioneer Muriel Siebert.  (ThinkAdvisor)

Leo really got inside the head of legendary boiler room king Jordan Belfort for The Wolf of Wall Street.  (Vulture)

Younger boomers are being a little too liberal with their IRA withdrawals these days.  (Focus On Funds)

Unlike most financial advisers, Fed and exchange officials seem as though they are clueless about communicating with investors.  (The Reformed Broker)

Will Alden does the best "Wall Street guys with shoeshine fetishes" think piece I've ever read. And I've read a lot of them.  (DealBook)

Outliers

Even hedge fund ex-wives have trouble collecting alimony from deadbeat dads.  (Bloomberg)

***

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.

0
Comments

What do you think?

View comments

Recommended for you

Latest news & opinion

Advisers go on the offensive, getting clients ready for the next market correction

Some proactive planners are spelling out for clients the impact of a 10% or 20% correction.

Phyllis Borzi says opponents of DOL fiduciary rule face uphill climb to further delay or dilute it

Former assistant Labor secretary who crafted the rule says President Trump won't be able to get rid of it simply because he doesn't like it.

Shrinking talent pool puts strain on advisory firms

Attrition, cuts in training programs and new competition make it difficult to fill job openings

Trump miscues, more cash becoming available will drive summer muni bond rally

As Trump agenda derails, municipal bonds are benefitting from flight to safety as well as a mismatch between bonds maturing and new issues.

Indexed, variable annuity sales slump as DOL fiduciary rule looms

Uncertainty around the rule may be contributing to tentativeness from advisers and distributors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print