I love to read GMO’s quarterly reports. For obvious reasons: Everybody loves to read about horror. GMO, for the few who don’t know, is a famous asset manager (about $100 billion in assets under management) founded by Jeremy Grantham and his pa...
Feeling under the gun? Here’s how one advisor network helped its members to learn how to breathe again.
Last week a group of 12 industry heavyweights, including the likes of Paul Volcker and John Bogle, announced their signing of a letter calling for regulators to move forward with a universal fiduciary standard of care. I had the pleasure of ch...
Ron Rhoades’ decision to step down as chair-elect of NAPFA may have been inevitable, but industry observers view his compliance error as a relatively minor mistake.
