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Investing Best Practices

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The Investment Advice Gravy Train

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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 ...

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Beware of Sunshine Pumpers

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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 ...

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Study: Some 20% of financial advisers cited for misconduct

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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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What Stockbrokers Are Saying About The DOL Fiduciary Rule

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by  Erik Conley

The U.S. Department of Labor has proposed a new rule that requires stockbrokers to adhere to the same high standards of professional conduct that other financial advisors must follow. In essence, the rule ...

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Bogle Was Right – Investors Leave 80% On The Table

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by  Erik Conley

Investors leave 80% on the table, according to Vanguard founder Jack Bogle. We all know that the key to building long term wealth is to tap into the power of compounding returns. It’s ...

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