Displaying 238 results
Fiscal fitness is the key to success
I read the April 11 Just Thinking column “Future generations must be fiscally fit”
‘To’ versus ‘through’ causes confusion in target funds
Re: the Retirement Watch column “How to compare target date funds” (Feb. 21), the words “to” and “through” were coined at the June 2009 joint Labor Department and Securities and Exchange Commission hearings on target date funds examining the losses of 2010 funds in 2008
Letters to the editor
I wholeheartedly agree with the editorial “Time to put real teeth on accredited-investor rules” (March 28).
Advisers can and should offer fiduciary advice
I am really confused about the letter “Many don't need fiduciary advice” (March 14) from Jon Lovecchio, principal of Jon Lovecchio Financial Services Inc.
Social Security taxes weren’t really cut
Just a note about the Short Interests item “Tax break? What tax break?” (March 7), which concerned the lack of awareness of the reduction in the Social Security withholding in paychecks
Cost comparisons used for RIAs, reps misleading
In response to the letter from Michael Smith, senior vice president of institutional marketing at Granite Springs Asset…
Arb process benefits from industry panelists
I read the article “SEC OKs all-public arb panels” (Feb. 7)
Arbitration process offers fairness and efficiency
I read the editorial “SEC gave investors half a loaf in arb panel ruling” (Feb. 14) with much interest
Record keepers must focus on new business
In the article “Dire results seen for "fiduciary' tweak” (Feb. 7), several leading record keepers were quoted as saying that costs would rise and guidance would be limited if the Labor Department's proposal to broaden the definition of a fiduciary becomes law
Junior Achievement worthy of involvement
I enjoyed the Just Thinking column “Advisers should advocate financial literacy” (Dec. 6)
LPL management team deserves kudos, not flak
I saw the comments from some LPL Investment Holding Inc. brokers in the Online Chatter in the Nov. 15 issue
Letters to the editor
I read the Just Thinking column “Advisers should advocate financial literacy” (Dec. 6) with great interest.
Letters to the editor
Hed: Don’t overlook tax efficiency in portfolios Dek: Flexibility in managing distributions can stretch retirement dollars…
Financial literacy needs government input
I read Jim Pavia's Just Thinking column [Dec. 6] “Advisers should advocate financial literacy” with great interest
12(b)-1 fees are needed and don’t bother clients
As a broker, registered investment adviser and certified financial planner who has operated under both commission- and fee-based compensation models for almost 20 years, I feel that I am qualified to provide a perspective on the 12(b)-1 issue
Retained-asset accounts don’t deserve criticism: Letters
The sudden outcry over a claims payment method that has been in operation since the 1980s and is…
Enrolled agents are tax professionals, too
There are many more tax professionals out there aside from certified public accountants (“CPAs continue to add planning to their practices,” Oct. 11)
Approved-adviser lists benefit NFL players: Letters
Thank you for the excellent article “Advisers tackle tough clients in NFL players” (InvestmentNews.com, July 12).
Vanguard is punitive on the use of outside funds
In the article “Tried-and-true names dominate list of most-used 401(k) offerings” (Oct. 4), you noted that per The…
Letters to the editor
Having been a reporter in one of my (much) earlier lives, I read with considerable interest the Just Thinking column “When you talk to the press” (Sept. 27).
