BAM Intelligence

Smart Women Love Money – with Powerhouse Assets CEO Alice Finn

Alice Finn shares five deceptively simple rules to creating a truly world class portfolio. Read more

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What Does It Mean to Be a Fiduciary to Your Employees?

Judi Pflaumer on the 5 steps for retirement plan sponsors to ensure their fiduciary responsibility. Read more

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The Ironic Conflict Of Interest of the Fiduciary Financial Advisor

Tim Maurer on the irony (or not) of fiduciaries supporting a fiduciary rule. Read more

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The Three-Step Investor’s Guide to Navigating the Financial Advisory Fiduciary Issue

Tim Maurer with his three-step guide to navigating the fiduciary issue. Read more

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“A State of Heart” Featuring Tim Maurer

For some, fiduciary is just a headline. For us, “It’s who we are.” Read more

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