News, Vision & Voice for the Advisory Community


How a Personal Capital exec electrified the NorCal FPA crowd with DOL details, relegating Jeff Gundlach and other stars to a dimmer sparkle

John Castelly elicited a school days nightmare leaving the Bond King to warn about the indexing bubble and Tim Kochis to caution against seeking for yourself in succession search

Author Guest Columnist Timothy D. Welsh June 1, 2017 at 6:39 PM
no description available
John Castelly: A June 9 deadline is just like when we were back in school, thinking we would have a substitute teacher, so we didn’t do our homework, but the real teacher showed up instead.



June 2, 2017 — 2:54 PM
It is a bad rule, for the reasons Castelly said, and others, such as government creeping in to controlling retirement assets. If I have to tell you the feds aren't a big fan of people controlling their own futures, then you have your head in the sand This has little to do with fiduciary status, there are other elements in play. Wake up!

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo