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.


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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