Tag: broker dealers

The Evolution of the Financial Fiduciary

There is a lot of discussion about who is a fiduciary and who should be a fiduciary. At the core of the discussion is protecting...

Social Media Tips for Brokers

Social media can be a powerful tool for brokers and broker dealers.  The ability to reach out and instantly interact with current or potential customers...

Hedge Funds – The Good, The Bad and The Train Wreck Coming

The concept of “hedging”, or protecting investors from volatile and uncertain markets, is not new. In fact, the history of hedging has been traced to...

Distinguishing True Independent Professional Advisors from Phantom Fiduciaries

This is Part 2 of a six part series on choosing a 401k plan advisor. While there are many independent professional advisors to whom a plan...

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