The other day, I discussed our inverted research business model. A client was discussing this with us, asking for an example of a topic we have covered.
Since the Fiduciary Standard is in the news, it was as good a topic as any to use as an example. Here is what we have put out on this important subject:
Barry:
The enlightened view on managing other people’s money
Imagine: Brokers Who Work for Investors
Find a financial advisor who will put your interests first
A Fiduciary Critic, Representing Whose Interest?
Brits May Cap Retirement-Plan Fees, Should We?
What Are the Good Anti-Fiduciary Arguments?
Takeover Bid for an Agency Banking Can’t Stand
Fiscal Hawks Should Love Cheaper Retirement Plans
Backstage Wall Street on Fiduciary Standard for Advisors
Might ‘Fiduciary Standard’ = A Blow to CEFs
Regulating Big Firm Bad Behavior
Josh:
The Most Horrendous Lie on Wall Street
One Way to Solve the Fiduciary Debate: Truth in Advertising
QOTD: The Fiduciary Fight Gets Real
The First Martyr of the Fiduciary Movement
‘Fiduciary Standard’ for Brokers is Going to Happen
Congress Debates ‘Fiduciary Standard’ For Brokers This Week
Should you buy mutual funds from your bank?
Reckoning for the Rollover Pigs
The Broker vs Advisor Debate Goes Mainstream
I want you to picture a furnace…
On the Toxic Model of the Wirehouse Advisor
SEC Recommends Uniform Standard of Care
Can Salesmen Ever Truly Become Stewards?
What is a Stockbroker? America Has No Clue.
What Obama’s “Brokers as Fiduciaries” Change Really Means
Ben Carlson:
The Impact of the Fiduciary Standard on the Finance Industry
Kris Venne:
Is your financial advisor acting as your fiduciary?
Michael Batnick:
Tony & Dina Isola:
A Sales Model that Makes Revenue Sharing Look Investor Friendly
The World’s Lamest Excuse for a High-Fee Investment
When Business Dares to Get Personal
This is by no means an exhaustive list, but simply shows the breadth of thinking, discussion, analysis and commentary on a given topic.
I believe the strength of these arguments, the collective insights and commentary has helped in some small way to push the debate on this in the right direction.
