Displaying 238 results
GIPS best practice, but UAPS is good alternative CFP exam isn’t outdated or too broad-based
I read the story “Group floats new performance standards for retail advisers, CFA Institute pushes back” (InvestmentNews.com, Sept.
Don’t blame insurers for VA contract changes
I read the article “VA customers irate about rule changes” (InvestmentNews, July 22). Birny Birnbaum, executive director of…
Compensation disclosure is in clients’ best interests
I read “Finra’s broker comp proposal raises hackles” (InvestmentNews.com, March 5). The broker-dealer industry doesn’t want to…
Explain why insurers are changing VA rules Millennials should get life skills from parents
I read “VA customers irate about rule changes” (InvestmentNews, July 22). Those who bash the insurance companies for…
Letters to the editor: Investors, beware of fees in Wall Street products
I read the article “RIAs are losing competitive edge” (InvestmentNews, July 29). I am happy to see…
Finra’s financial viability isn’t in question
At the Financial Industry Regulatory Authority Inc., we take our fiscal and fiduciary responsibilities seriously and think that…
‘Man’s world’ headline perpetuates stigma Series wins kudos for its relevance
The following is my personal view, and not that of Associated Bank NA. The article “Making their…
Insurance industry doesn’t need more regs
I read the article “Bill allowing multistate insurance sales on fast track” (March 25). At first glance,…
Letters to the editor: February 25
Readers weigh in on bond sell-off forecasts, taxes and setting up C corps.
Letters to the editor: January 7
Great Retirement 2.0 blog post by Mary Beth Franklin (“Why singles should not claim Social Security at 66,”…
Letters to the editor: Nov. 26
The reference to Barry Gillman, principal of Longevity Financial Consulting LLC, and his estimation of life expectancy raised…
Letters: Oct. 29
Contrary to what InvestmentNews suggests in the editorial “Time to brace for new money market rules” (Oct. 7),…
Letters to the editor: Oct. 15
The Focus on Retirement column “Advisers can help with Medicare” (Sept. 24) quoted Dan McGrath, director of funding…
Letters to the editor: Oct. 1
Pay-to-play rule restricts participation too much I read the article “Pay-to-play rule hampers efforts of adviser organization PACs”…
Letters to the editor: Sept. 24
I have been meaning to congratulate you on the addition of Mary Beth Franklin to your staff.
Letters to the editor: Sept. 17
I want to thank you for having Mary Beth Franklin as a contributing editor. Each issue, I…
Letters to the editor: Sept. 10
A recent InvestmentNews survey of financial advisers (Aug. 13) showed that 63% said that they think a victory…
Letters to the editor: Sept. 2
In “It’s the Asset Manager, Stupid” (Aug. 27), Mark Goldberg laments that advisers don’t more carefully screen for…
Letters to the editor: July 23
Oh, no! Kids in their 30s and 40s still need help? Money you give them might not…
