The Takeaway: Employers wooing advisers' spouses. Weird.

MAY 08, 2013
Portfolio New Vanguard whitepaper on constructing diversified portfolios.  (Vanguard) Russ Koesterich is not worried about slow U.S. growth from an investing standpoint.  (iShares Blog) Putting Dow 15,000 in perspective. Or not.  (The Reformed Broker) The Biz Mary Jo White on why the SEC needs a bigger budget.  (DealBook) Great news, advisers - potential employers may start wooing your spouse! I don't even know what that means but my spouse is surely not interested. Or is she?  (Financial Planning) Financial blogging is hard and takes a lot of work.  (Abnormal Returns) Outliers Jack Welch supports Jamie Dimon's continued emperorship at JPMorgan Chase Bank One Bear Stearns Washington Mutual.  (MoneyBeat)   *** 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

LPL adds $600M UBS team in Tennessee
LPL adds $600M UBS team in Tennessee

The firm's latest additions, led by a second-generation financial advisor, are striking out via its Linsco employee advisor channel.

eMoney supports focused financial planning with enhanced needs analysis
eMoney supports focused financial planning with enhanced needs analysis

The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal conversations.

Trump SEC pick Paul Atkins grilled by Democrats in early political test
Trump SEC pick Paul Atkins grilled by Democrats in early political test

The prospective chair of the agency has pledged to shed conflicted interests and "return common sense to the SEC."

Finra moves to boot Alpine Securities, same firm that claims the regulator can’t
Finra moves to boot Alpine Securities, same firm that claims the regulator can’t

'If I were on the side of Alpine Securities, I’d put all my eggs in the federal court,' one attorney said.

CFP Board floats new procedural rules around bankruptcy, misdemeanors
CFP Board floats new procedural rules around bankruptcy, misdemeanors

If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of oversight.

SPONSORED Retirement plan balances are flourishing. Why are so many advisors missing out on a $3 trillion opportunity?

Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.

SPONSORED Focus on clients, not compliance – why Gary Corderman found his fit with Farther

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve