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by Erik Conley
The CFA Institute recently published a “bill of rights” for individual investors. Although they lack any enforcement authority over the conduct of investment professionals, I applaud their effort to instill a standard of ...
by Erik Conley
A team of researchers at Fidelity set out to examine the behaviors of their best performing accounts. They wanted to identify the common behaviors of truly exceptional investors. What they found may surprise ...
by Erik Conley
Investment advice is a great business. It has a business model with fat profit margins and a sticky, recurring revenue stream. And the beauty part is that most of the clients have no ...
by Erik Conley
Truth vs. Spin (or what’s real and what’s just for sale this week) Truth is essential in investing.  Truth is the opposite of spin. Spin is bending the facts to fit a ...
by Erik Conley
A new study from University of Chicago and University of Minnesota reveals that at some firms, as many as 20% of financial advisers on staff have been disciplined for misconduct. “It’s everywhere, not ...
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