SCROLL DOWN FOR VIDEO The Transition of Wealth from one generation to another is, unfortunately, an event that we only can prepare for but not participate in. Therefore, many of us do not really want to spend too much time taking the necessary steps to be sure that such a transition will take place […]
A quick look at the changes coming for retirement accounts. Provided by HighTower Palm Desert Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry professional who makes […]
What designations let you know that a financial professional will abide by the Fiduciary Standard rule? Provided by HighTower Palm Desert This year, the Department of Labor intends to introduce a new rule regarding retirement plan accounts, with full implementation envisioned by 2018. Under this new rule, financial professionals who consult retirement savers will be […]
Transparency is Not Enough: Why the Financial Industry Must Embrace Accountability by Elliot Weissbluth, CEO at HighTower. Back in 2013, I called out the financial services industry for being less transparent than the tobacco industry based on a report about the conflicts of interest inherent in some firms’ business models. Conversations about […]
The Fiduciary Standard By Rick Blanke Fiduciary was the buzz word in 2016, and the investing public still has questions about its meaning in 2017. The best way to understand it is to you give examples of what it is and what it’s not. Your Attorney and your Certified Public Accountant are fiduciaries. […]
Is the Fiduciary Standard a Plus for Investors? Will it make a difference in the quality of the advice they receive? Provided by HighTower Palm Desert Next year, the Department of Labor is scheduled to introduce new rules regarding retirement planning. Under these rules, any financial services industry professional who makes investment recommendations to […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
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