If theres one thing the Trump victory teaches us, its to listen to the silence in others -- millennials may be giving the financial industry the silent treatment, but that doesnt mean they dont want to talk.
Once safely hidden behind the cloak of education, these service providers have long been able to employ adviser-like pricing models without the burden of being an adviser. Thats about to change.
When you work in the financial industry forest all day, you learn a lot about financial industry trees. The trouble is, when you answer a question any question its from the perspective of seeing the trees, not the forest.
What if everything we were taught about investment theory turned out to be wrong?
DebugScreen: mobile
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{
"uri": "/2016/11/16/millennials-must-strike-balance-between-today-and/",
"title": "Millennials must strike balance between today and tomorrow",
"byline": " Chris Carosa ",
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"prettyDate": "November 16, 2016",
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"summary": "If theres one thing the Trump victory teaches us, its to listen to the silence in others -- millennials may be giving the financial industry the silent treatment, but that doesnt mean they dont want to talk.",
"body": null
},
{
"uri": "/2016/11/09/forget-brokers-dols-fiduciary-rule-impacts-recordk/",
"title": "Forget brokers: DOL’s fiduciary rule impacts recordkeepers more",
"byline": " Chris Carosa ",
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"prettyDate": "November 09, 2016",
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"summary": "Once safely hidden behind the cloak of education, these service providers have long been able to employ adviser-like pricing models without the burden of being an adviser. Thats about to change.",
"body": null
},
{
"uri": "/2016/11/02/is-it-reasonable-to-charge-a-management-fee-for-an/",
"title": "Is it reasonable to charge a management fee for an unmanaged fund?",
"byline": " Chris Carosa ",
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"prettyDate": "November 02, 2016",
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"summary": "While this concern stems from the DOLs new fiduciary rule, the question arose years before the industry took notice of fiduciary.",
"body": null
},
{
"uri": "/2016/10/27/a-fiduciary-twist-in-this-years-presidential-elect/",
"title": "A fiduciary twist in this year’s presidential election",
"byline": " Chris Carosa ",
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"prettyDate": "October 27, 2016",
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"summary": "Support for Trump is widespread among financial professionals, despite their simultaneous support for the fiduciary rule.",
"body": null
},
{
"uri": "/2016/10/19/is-regulation-a-lagging-indicator/",
"title": "Is regulation a lagging indicator?",
"byline": "Chris Carosa",
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"prettyDate": "October 19, 2016",
"timeToRead": "4 minute",
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"authors": [
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"kickerNode": [],
"summary": "If regulation is a lagging indicator, what does that tell us about the DOLs fiduciary rule?",
"body": null
},
{
"uri": "/2016/10/12/this-is-what-millennials-really-want-to-know-about/",
"title": "This is what millennials really want to know about 'fiduciary'",
"byline": " Chris Carosa ",
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"prettyDate": "October 12, 2016",
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"summary": "When you work in the financial industry forest all day, you learn a lot about financial industry trees. The trouble is, when you answer a question any question its from the perspective of seeing the trees, not the forest.",
"body": null
},
{
"uri": "/2016/10/05/a-fiduciary-can-help-retirement-savers-win-by-not/",
"title": "A fiduciary can help retirement savers win by not losing",
"byline": " Chris Carosa ",
"kicker": "",
"prettyDate": "October 05, 2016",
"timeToRead": "4 minute",
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"kickerNode": [],
"summary": "When it comes to being a fiduciary, Best Interest and Tough Love might not appear together in the dictionary, but they should.",
"body": null
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{
"uri": "/2016/09/28/the-underreported-fiduciary-rule-story/",
"title": "The underreported fiduciary rule story",
"byline": "Chris Carosa",
"kicker": "",
"prettyDate": "September 28, 2016",
"timeToRead": "5 minute",
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"authors": [
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"kickerNode": [],
"summary": "In a world of noises, sometimes its the silence thats most interesting. Take the DOL fiduciary rule, for example.",
"body": null
},
{
"uri": "/2016/09/21/what-if-president-trump-rescinded-the-fiduciary-ru/",
"title": "What if President Trump rescinded the fiduciary rule?",
"byline": " Chris Carosa ",
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"prettyDate": "September 21, 2016",
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"summary": "Has the free market finally begun to make regulations moot?",
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{
"uri": "/2016/09/09/the-subject-no-investment-professional-wants-to-di/",
"title": "The subject no investment professional wants to discuss",
"byline": " Chris Carosa ",
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"prettyDate": "September 09, 2016",
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"authors": [
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"body": null
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