Opinion

Displaying 2095 results
NEWS OPINION SEP 10, 2007
The computer-driven advice model

The Pension Protection Act provides a good outline of the major components required Over the past year, I have written extensively on provisions of the 2006 Pension Protection Act. Let’s now focus on components of the PPA’s computer-driven advice model.

NEWS OPINION SEP 10, 2007
The power of a business plan

NEWS OPINION SEP 04, 2007
Subprime bailout is not the answer

NEWS OPINION AUG 27, 2007
Morningstar rating systems questioned

NEWS OPINION AUG 27, 2007
These are the times that try advisers’ goals

NEWS OPINION AUG 27, 2007
Share buybacks worth scrutinizing

NEWS OPINION AUG 20, 2007
Bernanke unlikely to bail out lenders

NEWS OPINION AUG 20, 2007
Fidelity’s succession issues puzzle pros

NEWS OPINION AUG 20, 2007
A possible wallop for master limited partnerships

Washington tax talk these days seems focused on hedge funds, their investors and their managers.

NEWS OPINION AUG 13, 2007
Past bubbles offer lessons for advisers

NEWS OPINION AUG 06, 2007
Choose in shareholders’ favor, Mr. Cox

NEWS OPINION JUL 23, 2007
Solving the SEC net-worth ‘puzzlement’

NEWS OPINION JUL 23, 2007
Procedures for selecting and monitoring QDIAs

NEWS OPINION JUL 16, 2007
SEC must tread carefully with 12(b)-1s

NEWS OPINION JUL 16, 2007
Reining in inflation fears is key

NEWS OPINION JUL 09, 2007
It’s clearly time to tackle the AMT

Now that the Senate has disposed of the immigration reform bill, perhaps it and the House of Representatives can turn their attention to a matter at least as serious: reform or repeal of the alternative minimum tax — preferably repeal.

NEWS OPINION JUL 09, 2007
The magic of exchange-traded notes: Tax deferral

Exchange-traded notes are the newest wrinkle from Barclays, the main sponsor of exchange-traded funds.

NEWS OPINION JUN 25, 2007
Investment banks need better oversight

NEWS OPINION JUN 18, 2007
Cost-basis-reporting plan needs support

NEWS OPINION JUN 18, 2007
Advisers must face the facts of life