iOS app Android app


How to Find the Right Financial Advisor for You

Nathaniel Sillin | Posted 08.10.2016 | Business
Nathaniel Sillin

If having a dedicated professional to help you manage your money sounds appealing, consider looking into a financial advisor - regardless of your inco...

The Ballers Guide to Choosing a Financial Advisor

David Rae | Posted 09.08.2015 | Business
David Rae

Second in a series. Having concluded its first season and been renewed for a second, the hit HBO show Ballers on life after football paints a picture ...

Obama is Only Half Right: $17 Billion Is the Tip of the Iceberg for Investors | Posted 05.04.2015 | Money

Wall Street associations and lobbyists are fighting the DOL and SEC 'tooth and nail' to avoid higher ethical standards for hundreds of thousands of stockbrokers who sell investment products to current and future retirees.

What Wall Street Does Not Want You to Know About Financial Fiduciaries | Posted 03.21.2015 | Money

I bet you did not know the financial services industry has two ethical standards. One benefits Wall Street and one benefits you.

Debunking Myths: All Financial Advisers Tell the Truth | Posted 02.09.2015 | Money

If you still believe in Santa Claus, you may believe advisers are supposed to tell the truth by not omitting pertinent information and misrepresenting other information that impacts your financial decisions.

Robo Financial Advisers Want Wall Street's Trillions | Posted 09.26.2014 | Money

If they succeed, they just might change a Wall Street sales culture that has been abusing investors since 1975.

Perform an Easy Check to Ensure Your Broker Is Not Among 70,000 With a Blemished Record

Andrew Wang | Posted 02.05.2014 | Money
Andrew Wang

It isn't worth risking your hard earned savings.

Do Your Interests Come Before Your Advisor's? What You Need to Know

Andrew Wang | Posted 01.23.2014 | Money
Andrew Wang

The phrase that you need to know is 'fiduciary standard.' The fiduciary standard is a code of conduct for the approximately 10,500 registered investment advisors who are regulated by the U.S. Securities and Exchange.

Does Your Broker Make You Broker?

Terry Savage | Posted 09.09.2013 | Business
Terry Savage

The brokerage industry pays lip service to the idea of adding customer protections. But behind the scenes, financial services executives are waging a stalling war on any new requirements.

Honey and the Goodfellas

Norb Vonnegut | Posted 07.28.2013 | Comedy
Norb Vonnegut

When the Smiths arrived that evening, Honey gave John's Gucci loafers a good sniff. He passed her test, and she went on her way without so much as a snarl. Her indifference came as something of a relief. I believe dogs possess a sixth sense about people.

The Ethical Investor: Wall Street Ripoff #3 - Hiding Fees and Expenses

John R. Talbott | Posted 11.14.2012 | Money
John R. Talbott

In addition to the egregious stated fees, stockbrokers, mutual funds and financial advisors on Wall Street have many methods to hide additional fees and charges from you.

Claim That 1 In 10 Wall Street Employees Is A Psychopath Is Disputed [UPDATE]

The Huffington Post | Editor's Note | Posted 05.23.2012 | Business

An article that appeared on The Huffington Post on February 28, 2012, "One Out Of Every Ten Wall Street Employees Is A Psychopath, Say Researchers," w...

Stockbrokers More Competitive, Willing To Take Risks Than Psychopaths: Study

The Huffington Post | Alexander Eichler | Posted 11.26.2011 | Business

Anyone who's watched the wild fluctuations of the stock market this summer may have suspected that something other than cold, dispassionate rationalis...

Your Broker Can Eliminate Your Tax Liability

Dan Solin | Posted 06.12.2011 | Business
Dan Solin

It's tax time, so I thought I would blog about a little known benefit of using major brokerage firms.

Rich and Poor Serve Their Wall Street Masters

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

I am often accused by brokers of being too hard on them. They say I cherry pick bad portfolios and there are many "hard working, honest brokers" who do the right thing for their clients. I used to believe it. I no longer do.

Investing Do's and Don'ts for 2011

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

Don't rely on predictions by anyone about the direction of the markets or what to buy or sell in 2011. No one can predict random events. If your broker couldn't call the worst crash in 50 years, why do you believe his predictive skills have improved?

Stockbrokers: Three Steps to Build Trust*

Norb Vonnegut | Posted 05.25.2011 | Business
Norb Vonnegut

How can we trust stockbrokers if we regulate them with legal jargon rather than language everybody understands? Who needs the complexity?

The World According to Grove

Norb Vonnegut | Posted 05.25.2011 | Business
Norb Vonnegut

If I introduce myself as a "stockbroker" at a cocktail party, people look at their watches and say, "I'm late for a drive-through root canal."

What Would Grove Do?

Norb Vonnegut | Posted 05.25.2011 | Business
Norb Vonnegut

Grove manages about $2 billion in total assets for wealthy families. He's seen it all inside his investment bank. He'll be joining Acrimoney for a new guest series: What Would Grove Do?

Stockbrokers Back In Vogue As Investment Bankers Tumble

Wall Street Journal | AARON LUCCHETTI and DAVID ENRICH | Posted 05.25.2011 | Business

With investment bankers desperate for deals and traders disgraced by losses, everyday stockbrokers suddenly are back in vogue on Wall Street. While...