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Tip to SEC: The debits are on the left
Believe it or not, the latest Government Accountability Office report on the SEC reminded me of my old hockey coach.
Tip to SEC: The debits are on the left
Believe it or not, the latest Government Accountability Office report on the SEC reminded me of my old hockey coach.
Forget Obamacare; the real problem is ‘Me-care’
Clearly, Americans cannot continue to handle the inefficiencies of the health care system
The best counsel our advice columnists ever received
If you're a regular reader, you probably agree that InvestmentNews enlists some very savvy advice givers to provide you with timely columns covering industry-specific topics.
Succession-planning malpractice
About two years ago, I wrote about an adviser who died without a succession plan, wreaking havoc on his clients, his business and his family.
Advisers should advocate financial literacy
Far too many Americans are fiscally ignorant and are raising fiscally challenged children
Advisers need to give clients a Social Security reality check: IN’s Pavia
The uncertainty of the Social Security system is making retirement's three-legged stool a bit wobbly.
Advisers need to give clients a Social Security reality check
The uncertainty of the Social Security system is making retirement's three-legged stool a bit wobbly
Protests aside, SEC may give Finra oversight
If an anger management session had been on the schedule during the Financial Planning Association's annual conference last week, it would have been standing room only
When you talk to the press
I was left speechless recently when I found out that a certain financial firm had tried to bribe an InvestmentNews reporter.
A salute to the CLA finalists
Many of us rarely step out of our rigid routines to reach out to others. As much as we want to volunteer our time, donate money or lend a helping hand, we often seem consumed by work, taking care of our families and getting through our daily lives.
Awards honor advisers for their volunteer efforts
For the fourth consecutive year, I will have the privilege this summer of serving as a judge for the Community Leadership Awards, sponsored by InvestmentNews and the Invest in Others Charitable Foundation.
Have I got a website for you
When my buddy Joe entered the bar, he looked very excited. “I have a story I know you'll love, Mister Financial Editor,” he said. I knew this was a mixed blessing because if his story was really good, I would be buying the beers all night.
IN’s Pavia: When the information flow becomes a flood
This may sound strange coming from someone in the information business, but I am worried that we are overdosing on information.
IN’s Pavia: Let’s agree to disagree respectfully
After seven years as editor of this publication, I have come to learn that our readers aren't shy. During that time, I have been on the receiving end of some strongly worded letters and e-mails from subscribers who didn't see eye to eye with me on one of my columns or with an InvestmentNews editorial.
Finding your advisory firm’s next you
Youth is sweet.
Memo to Charles Rangel: Do the right thing and step down
Rep. Charles Rangel, the chairman of the tax-writing House Ways and Means Committee, has demonstrated a bizarre way of handling and reporting his finances, which has undermined his credibility in Congress.
It’s time to shed some light on 12(b)-1 fees
To borrow a line from Supreme Court Justice Louis Brandeis, it's time we let some sunlight in on 12(b)-1 fees.
Congress must stay focused on financial reform
With so many issues to debate in connection with the pending financial reform bill, it seems odd that some congressional Republicans are transfixed by the online-porn habits of some members of the SEC staff.
Good news about bad ‘customer service’
One quote in a story by Jeff Benjamin in our RIA Rundown special report (InvestmentNews, May 31) caught my eye.
