David Armstrong

Managing Editor,
Penton Media
Editor's Letter: May 2014
Recently, REP.s’ online domain Wealthmanagement.com surveyed over 300 Certified Financial Planners to ask their opinion on the value of the CFP designation in the wake of recent fee-disclosure controversies as well as a $40 million “awareness” campaign. Soon after appearing online, the Board asked for room to print a response. Given our role to facilitate conversation among industry stakeholders, we agreed.
Editor's Letter: April 2014
The Financial Industry Regulatory Authority should be used to criticism by now, both from those who think the industry’s self-regulatory organization doesn’t go far enough in keeping bad brokers and Wall Street firms in check, to those who complain the authority wields an unholy power of destruction by over-burdening innocent and hardworking reps with cumbersome regulations and arbitrary enforcement.
Making the Grade
This is the fourth year the staff of REP. magazine has put together the Independent Broker/Dealer Report Card. We surveyed a total of 2,649 advisors across 22 brokerages to get their views on the industry and what they think about the firms they work with.
Editor’s Letter: February 2014
The conventional wisdom on high-frequency trading is that it hurts no one and in fact makes market more liquid. Retail investors therefore benefit from the algorithm-driven, split-second trades that make up more than half of the activity on a given exchange.
Economic Strength in US is Underestimated, Says TD Bank Economist
The U.S. economic recovery is even stronger than most give it credit for, TD Bank’s top economist said during TD Ameritrade Institutional’s advisor conference in Orlando, Florida today.
Six Things We Learned @TDAI About Financial Advisors Scott Hanson and Pat McClain
At TDAI conference, financial Advisors Scott Hanson and Pat McClain reveal the marketing secrets that helped them build a $1.5 billion business.
Editor's Letter: January 2014
We’ve taken no formal poll, but anecdotal conversations with several financial advisors in recent weeks lead me to believe that many are stymied by the increasingly perplexing options confronting individual investors.
The Commodification of Advice
An opening panel at the Tiburon CEO Summit Tuesday took on the issue of how much longer the industry can get away with "charging premium prices for commodity services."
Top Takeaways from Tiburon
The opening presentation at the 25th annual Tiburon CEO Summit ran the gamut from the decline of the middle class to the commodification of investment advice: Here, some of the top takeaways.
Gallery: The 15 Most Interesting Data Points From the Tiburon CEO Summit
For those who couldn't make Tiburon Strategic Advisors' CEO Summit, here are the 15 most interesting, salient or surprising data points delivered to attendees during the opening session on Tuesday, Oct. 8.
Editor's Letter: October 2013
Like everyone else in the industry press, we’ve been approached by Capital Group letting us know they are on the offensive.
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