Thursday, 25 May 2017

Do Advisors Need An Ethical Code Instead Of A Fiduciary Rule?

Doctors take an oath to do no harm to your health, but financial advisors don’t have to take a similar one to do no harm to your portfolio, Marketwatch writes. The U.S. DOL’s proposed Fiduciary Rule, which would require advisers to act in their customers’ best interests, will begin to take effect June 9. But


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When Clients Say The Advisor Is Fired

When should you fire an underperforming investment advisor? This question comes up far more often than we would like to acknowledge, for the simple reason that it’s incredibly difficult for investment advisors to beat the market by picking individual securities, ETFs or mutual funds — even among those with stellar track records for past performance.


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The Senate Can’t Pass Health Care Without This Man

Bill Cassidy, the first-term Republican senator from Louisiana, thinks the House’s Obamacare repeal bill failed to consider the impact it will have on one crucial constituency: patients. A medical doctor whose political life was forged in the aftermath of Hurricane Katrina and during decades working in a charity hospital, Cassidy wants a more robust replacement


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Wells Fargo Advisors Creates New Mutual Fund Class For Fiduciary Rule

Wells Fargo Advisors will launch a new share class of mutual funds next month as part of its plan to comply with the new U.S. DOL regulation that seeks to put the interests of retirement clients first, the bank confirmed Wednesday. Starting June 9, the same day the DOL’s fiduciary rule takes effect, advisers who


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Three Tax Notes On The Trump Budget

President Donald Trump revealed his first full budget Wednesday, and most of the attention rightly focuses on the very large spending restraint proposals. Dig deeply, though, and there’s a lot to chew on when it gets down to taxes. Here are three items that come to mind: Tax reform is on track. For all the Beltway chatter


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5 Things You Should Do Every Day If You Want To Be A Great Boss

Managers tasked with thinking about the big picture can sometimes forget the simple daily tasks that can help the team thrive. Amanda Augustine, a career expert for TopResume, says that just asking how your workers are doing every day and being punctual are keys to success. Here are five things you can do each day to be a great


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4 things to do if you want to retire early

Many people dream of making an early exit from the work-a-day routine. But making that dream a reality can be a challenge, CNN writes. The reason is simple. By retiring at 55 instead of, say, 65, you not only have 10 fewer years of saving and investing to build a nest egg, that nest egg


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