What We’re Reading This Week
This week we’re exploring some interesting activities Elon Musk is partaking in, and Apple’s $1 trillion valuation leaves critics skeptical of the company’s tactics.
Author: Thad Schlaud
Fiduciary Standard
The Department of Labor’s fiduciary rule was struck down earlier this year and the industry faces potential fiduciary standards from the Security and Exchange Commission. In the midst of this turmoil, financial firms continue to abuse their clients. Roughly one week after the U.S. Fifth Circuit Court of Appeals affirmed the March 15th decision to vacate the DOL rule, Morgan Stanley agreed to pay $3.6 million in fines related to brokers’ misappropriation of client funds.
What We’re Reading This Week
This week were reading about Bitcoin ETF, will it ever come to fruition? Also, Facebook takes a big loss.
What We’re Reading This Week
This week we’re reading about passive investments and a slowdown in asset flow. Also, Unilever is considering moving its headquarters to another country. Is the move good for shareholders?
What We’re Reading This Week
This week we look at the bond market and ETFs. Also, did you know that quant funds had the worst return in years? We look at why.
Categories:
Industry Ideas,
The Market
529 Accounts Can Pay for Private School Expenses
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
What We’re Reading This Week
This week we explore mutual funds, ETFs, and Vanguard’s bold move. Plus, what do smart beta and bitcoin have in common? Read on to find out.
What We’re Reading This Week
This week we look at computers versus humans managing your money, banks manipulating rates, and a trading error worth millions of euros.
What We’re Reading This Week
This week we’re reading about measuring loss in unusual ways, the concept of frequency illusion and what’s new with Twitter.
Categories:
Industry Ideas,
News
What We’re Reading This Week
This week we look at incriminating comments from bankers, and a new wave of advisor robots. Will financial advisors one day be replaced by robots?