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John Bogle: Demise of fiduciary rule would be 'step backward' for nation

From InvestmentNews
Added on February 2017 in Thought Leadership
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Summary: Vanguard founder John Bogle said in a New York Times op-ed piece today that annulling the Department of Labor's fiduciary rule “would clearly be a setback for investors trying to prepare for retirement.”

Career Path: A Path to Success

From LinkedIn Pulse
Added on February 2017 in Join an RIA
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Summary: When working with firm owners I typically hear, “we don’t have people with the right skills for the demands of this business.” Conversely when I interview employees of advisory firms I hear, “this firm doesn’t take advantage of half of my skills that I have to offer."

RIAs Are in Margin Compression Survival Mode

From ThinkAdvisor
Added on February 2017 in Plan for the Future
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Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?

Top Three Things Financial Advisors Can Do to Prepare for Going Independent

From Private Asset Group
Added on February 2017 in Form an RIA
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Summary: Financial advisors choose to go independent for several important reasons: First, the economics of going independent are far superior to all other channels. In addition, independent financial advisors own 100% of the equity in their practices.

The Future of the DOL Fiduciary Rule Could Be Decided This Week

From ThinkAdvisor
Added on February 2017 in Form an RIA
1 visitor like this article | Viewed 3414 times | 0 comment

Summary: Clarity about the future of the Labor Department’s fiduciary rule, which became very blurry last week when President Donald Trump ordered a review by the department, could come soon, but not necessarily from the Labor Department.

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