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Does Professional Guidance Improve Financial Well-Being? (Part 2)

A Note on Causation vs. Correlation Innumerable metrics can be used to measure an individual’s current and future financial status and well-being. In…

Does Professional Guidance Improve Financial Well-Being?

How much is financial guidance worth? This is a question I’ve received countless times from stakeholders across financial services. They want to…

Why Advisors Should Focus on Podcasting

Digital marketing is an essential aspect of any financial advisor’s business strategy. With the proliferation of digital media channels, it’s more critical than ever to…

Excessive Fee Rebound

The avalanche of law suits filed against ERISA plan fiduciaries over the last decade may finally be subsiding. The subject went all the way to the…

A Summary of Proposed Rule 206(4)-11

Background On October 26, 2022, the SEC released Proposed Rule 206(4)-11, which would require advisers to conduct due diligence prior to engaging a 3…

Plan Economics: Fees & Expenses of Employer Sponsored ERISA Retirement Plans

Introduction Fiduciaries of Employer Sponsored ERISA Retirement Plans (“Plans”) have the duty to act in the best interest of Plan participants and…

Excessive Fee Litigations: Reckless Allegations

Excessive fee litigation against retirement plan fiduciaries and service providers has grown from a one-off event into a cottage industry….

Dos and Don’ts of Managing Investors Cash

During these historical and unpredictable market conditions, the issue of safety has become paramount and investor attention turns to safety….

The Cost of Quality in Financial Services

There is little question about the desirability of high quality in products and services. On the other hand, there is very little consensus on the…

QAIB Frequently Asked Questions (FAQ)

How Much Does QAIB Cost? The Full Study price is $975 (preorder and save $180) and includes a Derivative Works license to use data in customized…

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