The Gates Made of Gold Entrepreneurs who made their own fortunes accounted for 35 of the 50 people on a recent Wealth-X list of the wealthiest individuals in each U.S. state. That includes self-made entrepreneur Bill Gates, Microsoft co-founder...

Reducing the Risk A report released this month by Research Affiliates argues that young workers should begin with a less risky portfolio, noting that their attitudes about investing and risk bearing should not be “poisoned” by a bad early experi...

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Serving the Stagnating Mass Affluent

Let's be clear what the SIFMA Standard is not. It is not tinkering at the edges of fiduciary practices to accommodate minor deviations for brokers.

Alternatives?

REP. readers do it by the numbers

This article originally appeared on LinkedIn, Aug. 5, 2014...

In 2010, the Foreign Account Tax Compliance Act (FATCA) was quietly passed by way of insertion into a jobs bill.  Four years later, the law is now loudly going into full effect while wreaking havoc on financial institutions and expatriates...

“A competitive world offers two possibilities. You can lose. Or, if you want to win, you can change.” – Lester Thurow, Former Dean of the MIT Sloan School of Management, Author ...