For years, investor advocates have pushed for a uniform fiduciary standard and many investors are aware of the importance of working with a fiduciary advisor. But a uniform fiduciary standard was fiercely opposed by Wall Street. Regulation BI is Wall Street’s answer, but will it help investors?
The Department of Labor’s Fiduciary Standard – A Win for Consumers One of the more absurd claims Wall Street brokers have long been able to make is that they weren’t really offering advice to clients… Read More
Market Volatility – What the Market Timers Think by Micah Porter Financial markets have continued to be volatile over the last few weeks. Whenever that happens, my inbox is overrun with breathless stories in the… Read More
What’s In a Plan: Key Plan Characteristics Micah Porter, CFA, CFP® Nearly every client engagement we have begins with a financial plan. Although the plan addresses a number of issues, from estate plan to tax… Read More
The weather has turned pleasant here in Atlanta in the last week or so, and that has coincided with the beginning of what may be a systematic approach to European debt problems. Still, as with… Read More
Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of… Read More