Conflicts of interest

A large investment firm recently claimed its funds beat the market 93% of the time. They didn't.

Many firms don’t charge their clients for trustee, fiduciary, or planning services. In many cases, their clients get what they pay for.

When you put fees and taxes together, you get a sense of just how skilled a hedge fund manager has to be to generate meaningful returns for a taxable investor.

Does Pavlov explain a great deal of the way traders and brokers behave on Wall Street?

Many traditional asset management firms are resisting change that will come if they are held to a true fiduciary standard.