Results for "Just Thinking"

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Gluttony on the high seas

July 28, 2013

You can certainly learn a lot about consumer behavior on a cruise ship. When I boarded Royal Caribbean International's M/S Enchantment of the Seas for a four-night getaway to the Bahamas a few weeks ago, I had no idea what I was in for. Sure,...

Homing in on some painful lessons

June 2, 2013

By nearly all accounts, the housing market is back. March home prices were nearly 11% higher than a year earlier, according to the S&P/Case-Shiller home price index released last week. Not only was that gain the largest since 2006, it followed...

Female advisers: The missed opportunity

May 5, 2013

Considering that 69% of financial advisers are male, it appears that the profession is not exactly a bastion of gender equality. The number of financial advisers in the U.S. is on track to grow 32% between 2010 and 2020, and with that growth...

For me, the crisis was un-bearable

April 14, 2013

There's a political joke that goes like this: “If you're young and not a Democrat, you're heartless. If you grow up and you're not a Republican, you're stupid.” Well, I have fashioned a similar joke that gets at how I am feeling about the...

Getting tough on use of e-mail as a dodge

March 31, 2013

L ike most news organizations, InvestmentNews runs 24/7. Gone are the days when reporters grabbed their hats and walked out of the newsroom at the end of an eight-hour shift — putting the story they had just filed, or the one they were still...

Help your clients' kids avoid maxing out

September 9, 2012

Like most parents, I will do almost anything to help my four boys avoid making the mistakes I did when I was young. If carting out my eighth-grade pictures and letting them yuk it up about how my head resembled a feather duster keeps them from...

In SRO Olympics, Bachus flip is a head fake

August 12, 2012

You have to hand it to House Financial Services Committee Chairman Spencer Bachus. He knows the power of a head fake. How else to explain Mr. Bachus' flip-flop over whether to continue touting his bill calling for the creation of one or more...

Keeping pace with change

July 22, 2012

At a time when the financial advice industry is being challenged by economic head winds and dramatic, if not seismic, shifts in investor attitudes and behaviors, so too is the business of putting out a weekly newspaper. And just as financial...

Advice about college planning

March 25, 2012

About eight months ago, a recently divorced friend called me in a panic. John and his ex-wife, Mary, as I'll call them for the sake of privacy, were sorting out their financial affairs and realized that there was little money available to pay...

Someday is not a day of the week

May 1, 2011

What parent hasn't had the leisure of a late Sunday afternoon interrupted by a child's sudden plea for help with a project or paper due first thing Monday morning? For their procrastination, children usually receive a stern warning that if they...

Have you seen those commercials about CFPs?

April 24, 2011

Over the past few years, I have used this space to advocate for a national advertising program to make the public aware of its need for professional financial advice. I was therefore de-lighted when representatives of the Certified Financial...

Ground-level proof economic recovery is in full swing

April 25, 2010

I am in the same camp as Federal Reserve Chairman Ben Bernanke. I know that the economic recovery is in full swing, because I've confirmed it with Mike, a deli owner around the corner from my office, John, a neighborhood restaurateur, Ammar,...

It's time to shed some light on 12(b)-1 fees

April 4, 2010

To borrow a line from Supreme Court Justice Louis Brandeis, it's time we let some sunlight in on 12(b)-1 fees. The trailing mutual fund expenses are a contentious issue among advisers, with one camp vigorously defending them as a way to cover...

Don Pitti was an industry pioneer - and a generous friend

January 10, 2010

When my wife passed away, a good friend offered his condolences and said that the world was a little less bright without her smile. Four years later, the world is again a little less bright with the passing of my friend Don Pitti, a true financial...

This time, will the SEC get its man?

December 6, 2009

The SEC has snagged a big fish, but it remains to be seen if the securities cops and the United States Attorney's office are up to reeling in their catch. Given recent Securities and Exchange Commission fishing expeditions, landing Galleon Group...

Finally! A high-tech mood ring for advisers' anxious clients

November 22, 2009

Financial advisers are always searching for ways to keep clients from investing irrationally, especially in volatile economic climates. This has surely caused sleepless nights for countless advisers. To remedy this, many encourage their clients...

Check out these pay-for-un-performance packages

October 11, 2009

If you're in the mood for some blood-pressure-raising non-fiction, take a look at The Corporate Library's latest report on executive compensation. The report from the corporate governance research firm reviewed regulatory filings from 2,000...

Acts of kindness prevail in adviser community

September 13, 2009

Although the Bernie Madoffs and R. Allen Stanfords of the world have dominated media attention, the fact is that most financial advisers are good, honest people who put their clients' interests first and in many cases look to give back to their...

My hero, Judge Jed Rakoff

August 23, 2009

Federal Judge Jed Rakoff, who challenged the $33 million settlement worked out between the Securities and Exchange Commission and Bank of America Corp., is my new hero. Instead of doing what industry observers ex-pected and rubber-stamping the...

Welcome to the wider world of InvestmentNews

July 26, 2009

Whenever I attend industry events, advisers often stop to tell me how much they enjoy InvestmentNews — our print edition, the website, our daily alerts, webcasts and monthly e-newsletters. As the editor in charge of a team of 24 professionals,...

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