Category 2015
Hot Off the Web- January 19, 2015
Contents: Retainer based business model for advice? returns not primary driver in search for adviser, Clements: money myths, Canada’s housing slowing? U.S. renters take it on the chin, longevity annuities to shine in U.S. in 2015, OSC/SEC retreat on cooked books at Nortel, Ellis/Munnell/Eschtruth: retirement problems and solutions, retirement age? financial industry about products/sales not […]
Hot Off the Web- January 12, 2015
Contents: Clements: 31- rules to investment, advice: will that be human/robot/hybrid? FINRA sees value in fiduciary standard for brokers? Canada house price bubble: 63% overvalued? UK house prices fixed, Americans’ retirement savings status? required savings rates? US corporate pensions’ funded status drops 9% as mortality data recognized, risk of complexity in finance, age discrimination? Bitcoin: […]
Hot Off the Web- January 5, 2015
Contents: Turbulence-proofed portfolio, adviser selection, conversion to fee-based account, LTCI and retirement abroad? adviser succession? retiring in 2015? protecting seniors, Canada/U.S. home prices drop -0.3%/-0.1% MoM, Shiller: Canada home prices in bubble territory, a home is not an investment, privatizing mortgage insurance? Nortel’s Canadian pensioners screwed again: U.S. judge awards $1B in post-bankruptcy bond interest, […]
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