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The 21st Century's Railroad Barons: Exploring Wall Street's Conflict of Interest Problem (as seen in Wed, May 04, 2016 Today's railroad monopoly is the banking system. Leveraging their distribution networks to sell proprietary financial services, banks reap tremendous profits, usually at the expense of their clients. Read More

Fiduciary Standard Should Be Based on How Brokerage Industry Works Tue, May 03, 2016 Part of the reason for this is the vast difference between a broker/client relationship and a client’s relationship with an independent RIA. In an RIA relationship, the advisor (and his/her firm) gets paid one way: a clearly stated fee on a regular b... Read More

Latest Fiduciary Rule Battle Cry: 'Broker Ads Mislead Investors' as seen in Mon, May 02, 2016 The Public Investors Arbitration Bar Association (PIABA) claims that brokerage firms are misleading clients into believing that their financial advisors have a fiduciary duty to their clients. It's a charge that turns up the heat on opponents of a pr... Read More

Fee-only financial advisers are different from fee-based by Anya Kamenetz Sun, May 01, 2016 --"Fee-only" and "fee-based" mean different things, and fee-only advice is likely better for you. "Fee-based is tossed around a lot in the industry to disguise the fact that someone is compensated by commission and fees," Brown said. A true fee-only ... Read More

Look for an adviser with fiduciary duty to save money on your IRA (in consumer reports July 7) Sat, Apr 30, 2016 .......Advisers who have a fiduciary duty to you must act in your best interest, recommending investments that optimize your returns while reflecting your goals, tolerance for risk, age, and other personal attributes..... ...You would think that ever... Read More

Is your financial planner getting rich at your expense? by consumer reports Fri, Apr 29, 2016 ......"The best line of defense against unscrupulous planners is to educate yourself. That can be confusing at first, because there are more than 150 designations for financial planners. But many of the titles are dubious; they can be earned after ju... Read More

How to file and suspend your social security benefits Thu, Apr 28, 2016 .....questions about the File and Suspend tactic for Social Security benefits, so I thought some more review would help. For the uninitiated, File and Suspend is a tactic that married couples can use to help maximize their total Social Security benef... Read More

Fiduciary Advocates Want Dividing Line Between Advice and Sales (as seen in Wed, Apr 27, 2016 Chris Cannon, chief investment officer and chief compliance officer at FirsTrust, a wealth-management firm headquartered in Daytona Beach, Fla., where he is also a partner, explains that the best practices are meant to introduce some uniformity into ... Read More

Does your advisor put your needs before their own? Tue, Apr 26, 2016 Does your advisor put your needs before their own? · Your broker is about to become a fiduciary - at least when it comes to your retirement accounts - and, depending on whom you ask, that could be a very good or very bad thing. A new fiducia... Read More

Why and How to hire a Fee-Only Advisor Mon, Apr 25, 2016 really need to ask only two questions: 1. Are you a registered investment advisor or a broker/dealer? 2. Are you fee-only, or do you accept other forms of compensation, like commissions? Read More

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