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

The 2025 InvestmentNews Awards Excellence Awardees revealed
The 2025 InvestmentNews Awards Excellence Awardees revealed

From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.

Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty
Top RIA Cresset warns of 'inevitable' recession amid tariff uncertainty

Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.

Edward Jones joins the crowd to sell more alternative investments
Edward Jones joins the crowd to sell more alternative investments

“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.

Record RIA M&A activity marks strong start to 2025
Record RIA M&A activity marks strong start to 2025

Sellers shift focus: It's not about succession anymore.

IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients
IB+ Data Hub offers strategic edge for U.S. wealth advisors and RIAs advising business clients

Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.