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Investment Advisor

3 Big Differences Between a Financial Planner and an Investment Advisor

James C. Gibson | Posted 10.28.2014 | Business
James C. Gibson

It's no secret. There is a massive shift happening in the financial advisement industry. There are so many great opportunities opening up for young investors with smaller portfolios to have access to the same investment advisors and funds that millionaires have access to.

Online Investment Advice and Robo-Advisers

PaladinRegistry.com | Posted 09.23.2014 | Money
PaladinRegistry.com

The potential for human advisers to recommend unsuitable investment advice due to conflicts of interest is at the heart of the current debate over a uniform fiduciary standard, a measure that would require anyone providing investment advice to the public to always put a customer's interests first.

Do You Trust Your Financial Advisor?

John D. Rogers | Posted 10.20.2013 | Business
John D. Rogers

To build an enduring investment business takes more than brains and toughness. Success starts with values that clients care about most -- starting with trust.

The Big Flaw in Your 401(k) Plan

Dan Solin | Posted 11.25.2012 | Business
Dan Solin

Take a look at your 401(k) plan investment options. They are most likely predominately actively managed funds, with management fees of 1 percent or higher. Ask your adviser to justify including these funds in the plan. Don't accept the glib, patronizing response you are likely to get.

Goldman Tops Wall Street In Investment Banking Fees

D.M. Levine | Posted 03.14.2012 | Business

Goldman Sachs' investment advisory practices seem to be paying off despite recent controversies about the firm. This week, Bloomberg released its l...

Eight Ways Money Managers Can Be 'HOT': Honest, Open, Trustworthy

R. Paul Herman | Posted 04.30.2012 | Money
R. Paul Herman

You don't just want smart people to manage your money, you want smart people you can trust -- who are comfortable with the 21st century culture of transparency, not the 20th century secretive approach.

Mega-Deficits and Your Investment Portfolio

Dan Solin | Posted 06.05.2011 | Business
Dan Solin

Most investors would not consider having heart surgery performed by someone without stellar credentials. Yet, they entrust their life savings to "investment professionals" with no formal training in finance.

My S&M Relationship With Citi and Morgan

Martin T. Sosnoff | Posted 05.25.2011 | Business
Martin T. Sosnoff

Finally, I understand why loan volume at major banks remains stillborn. Bankers only want to write loans on their own draconian terms.

Copper and Coal, the Poor Man's Gold

Martin T. Sosnoff | Posted 05.25.2011 | Business
Martin T. Sosnoff

I am in love with copper, with coal, iron ore and oil, too, in that order, but not gold. Honchos scored with gold last year, but now gold is coming in, even with the Middle East in flux and incindiary.

Trade in Your Bonds for Equities

Martin T. Sosnoff | Posted 05.25.2011 | Business
Martin T. Sosnoff

The world is witnessing serious commodity inflation in oil, copper, iron ore and grains. All this could lead to tightening by central banks, worldwide.