Opinion

Displaying 2141 results
NEWS OPINION JUL 16, 2007
Reining in inflation fears is key

By ewilliams
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.

By ewilliams
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.

By Bloomberg
NEWS OPINION JUN 25, 2007
Investment banks need better oversight

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

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

By ewilliams
NEWS OPINION JUN 11, 2007
Funds still too eager to appease management

Mutual fund companies seem to be willing to challenge corporate management on some governance issues, but there still is a way to go before they will be seen as pulling their weight.

By ewilliams
NEWS OPINION JUN 04, 2007
Qualified-default-investment alternatives and you

By Bloomberg
NEWS OPINION JUN 04, 2007
Delay on broker-dealer rule is warranted

By ewilliams
NEWS OPINION JUN 04, 2007
Time is right to recast 12(b)-1 fees

By ewilliams
NEWS OPINION MAY 29, 2007
It is time for clarity in 401(k) fees

By ewilliams
NEWS OPINION MAY 21, 2007
Pension system proposal is worth a look

By ewilliams
NEWS OPINION MAY 14, 2007
Time is right for a shortened prospectus

By ewilliams
NEWS OPINION MAY 07, 2007
Advisers wise to prepare succession plans

By ewilliams
NEWS OPINION MAY 07, 2007
Plan sponsor’s fail-safe: Using RIA as a co-fiduciary

Many Employee Retirement Income Security Act fiduciaries, including plan sponsors, trustees and members of investment committees, are unaware of their significant responsibilities relating to the prudent selection and monitoring of plan asset investments, and the proper operation of their qualified plans.

By Bloomberg
NEWS OPINION MAY 07, 2007
You can’t afford to turn a blind eye to client/fiduciary

No matter how you are registered and regulated, you can’t afford to turn a blind eye to the breaches of your clients who are fiduciaries — investment committees of retirement plans, foundations and endowments, and trustees of personal trusts.

By Bloomberg
NEWS OPINION APR 30, 2007
Flying high with derivatives can be risky

By ewilliams
NEWS OPINION APR 30, 2007
‘Never mind’ the SEC’s regulatory mess

By Bloomberg
NEWS OPINION APR 23, 2007
LTC industry needs to be investigated

By ewilliams
NEWS OPINION APR 23, 2007
The Big Four of certification and assessment

Courts and regulators will evaluate your effectiveness as an investment adviser against a process standard — as opposed to a performance standard.

By Bloomberg