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

Sponsored financial news

Featured video

Events

How 401(k) advisers can use 'centers of influence' to grow their business

Leveraging relationships with accounting, benefits, and property and casualty insurance firms can help deliver new business leads for retirement plan advisers.

Latest news & opinion

Things are looking up: IBDs soared in 2017

With revenue up, interest rates rising and regulation easing, IBDs are soaring.

SEC advice rule may give RIAs leg up over broker-dealers

Experts say advisers will be able to point to their role as fiduciaries as a differentiator in the advice market.

Brokers accept proposed SEC rule on who can call themselves an adviser

Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.

SEC advice rule: Here's what you need to know

We sifted through the nearly 1,000-page proposal and picked out some of the most important points.

Cadaret Grant acquired by private-equity-backed Atria

75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print