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

Retirement withdrawal strategies shift as US assets hit $51.2T
Retirement withdrawal strategies shift as US assets hit $51.2T

Advisors say record balances aren't a retirement income plan and urge clients to benchmark their lives, not an index

RIA revenue tool targets fee leakage as PE growth pressure mounts
RIA revenue tool targets fee leakage as PE growth pressure mounts

Wealth enterprises are leaving revenue on the table - a new PureFacts and Ascentix partnership aims to help firms take it back.

The Stacking Strategy: How Intelligent Allocation Can Create Better Tax Outcomes
The Stacking Strategy: How Intelligent Allocation Can Create Better Tax Outcomes

What if one investment decision could create tax-saving opportunities across your entire portfolio? Chris Vizzi shares how the Stacking Strategy helps investors align tax planning, portfolio construction, and wealth preservation to maximize long-term outcomes while keeping more of what they earn.

AI could drag down RIA valuations, warns Alaris CEO Allen Darby
AI could drag down RIA valuations, warns Alaris CEO Allen Darby

Buyers spending on AI may treat less efficient sellers as overstaffed and price the cost of rightsizing into lower offers

Former Western Asset Management star bond manager fined $3 million
Former Western Asset Management star bond manager fined $3 million

Kenneth Leech pleaded guilty in June to one obstruction charge, and could face six to 12 months ⁠in ​prison.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor