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Charlotte B. Beyer

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Topic

The meaning of ‘fiduciary’ is suddenly up for grabs

Trust is a five-syllable word. That word is fiduciary. As investors discuss "gates" in hedge funds and losses in portfolios, the term "in a client's best interests" is open to debate.

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Other Views: Straight talk is a two-way street

The Institute for Private Investors recently conducted a survey of both investors and advisers. The results reminded me…

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Look in the mirror, advisers and investors

While CNBC pundits were debating whether we were in a correction or a bear market, the crash took…

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SOMETHING ELSE INVESTORS NEED TO KNOW: A FUND’S TAX-EFFICIENCY RATIO

When comparing one money manager’s track record with another’s, investors are still kept in the dark about tax…