Marketing inequality In financial planning firms is growing

Marketing inequality In financial planning firms is growing
MAR 20, 2014
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.

Latest News

RIA dealmaking accelerates as three firms hit AUM milestones
RIA dealmaking accelerates as three firms hit AUM milestones

Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing

VastAdvisor closes $1 million SAFE round from advisor-side backers
VastAdvisor closes $1 million SAFE round from advisor-side backers

Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.

Wells Fargo adds three advisor practices as recruiting rebound continues
Wells Fargo adds three advisor practices as recruiting rebound continues

New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.

UBS will pay advisors 'handsomely' for banking starting next year
UBS will pay advisors 'handsomely' for banking starting next year

Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.

SEC accuses Tricolor executives of hiding $800 million collateral hole
SEC accuses Tricolor executives of hiding $800 million collateral hole

How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income