The Takeaway: Lessons from the fall of Apple

JAN 25, 2013
Portfolio Seven lessons from the Fall of Apple. (The Reformed Broker) Apple is Why Equal-Weight Funds Exist (Focus On Funds) How come all the Bond Kings want to do stocks now too? (Reuters) The Biz Neel Kashkari talking about leaving PIMCO for a political career. C'mon, Neel, nobody gets t0o just walk out of PIMCO like nothing happened - you know better than that. (DealBook) Expect to see a more index ETF products. Like, a lot more. (Financial Planning) Please welcome your new SEC Chief Mary Jo White. (Advisor One) Ask Michael Kitces: What will be the real impact of a Uniform Fidcuairy Standard on customers and the industry? (Nerd's Eye View) "The mutual fund industry and advisers who sell commission-based products take advantage of unsophisticated investors by marketing high-fee, high-commission funds that earn low returns." (RickFerri) Help wanted: Chief Compliance Officer (Broke and Broker) Outliers S&P 1500! Third time's a charm? (Crossing Wall Street) *** 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

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave