Editor's Pick

What makes top firms tick?

Benchmark your business against the industry's best and brightest practices with the 2014 InvestmentNews Financial Performance Study of Advisory Firms. Order your copy today.

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Practice Management Picks

NAPFA compensation committee member says AUM fees for cash raise conflicts

January 29, 2015

Advisers cutting fees for managing low-yielding cash positions has become popular but critics, including a NAPFA compensation committee member, say the practice presents big conflicts of interest.

The latest CFA test scores send 56% back to square one

January 28, 2015

On today's Breakfast with Benjamin, Wall Street wannabees sweat over the results of the December CFA test. Plus: Obama turns tail on 529 tax plan, Gundlach dishes on his own bad trades, and chicken wings might be the best Super Bowl investment.

A fiduciary standard creates internal conflicts for advisers

January 28, 2015

The fiduciary motivation to avoid losses tends to be greater for advisers than the risk of not growing client wealth

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