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BAM Intelligence

‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means

The more we do to help clients understand conflicts of interest, the better we can serve their interests. Read more

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The Smartest Path For Investors in 2016

A roadmap for dealing with stockbrokers. Dan Solin charts the smartest path for investors in 2016. Read more

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The Core of Wall Street Is Rotten

A list of the largest bank settlements complied by the Wall Street Journal includes Wells Fargo, Bank of America, Ally Financial, Credit Suisse, HSBC Holdings, UBS, Goldman Sachs and Morgan Stanley. Was all this conduct “not intentional”? Read more

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SEC Settlement Demonstrates the Value of the Fiduciary Standard

Debate rages on over the Department of Labor’s proposed rule to implement wider application of the fiduciary standard. Read more

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Chasing the Performance of Active Managers is a Losing Proposition

Chasing the past performance of active managers is a losing strategy. Larry Swedroe explains why. Read more

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