Making The Case for Alternatives—Particularly Commercial Real Estate—in Defined Contribution Plans
Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.
Macro Markets Podcast Episode 21: Measuring Sustainable Infrastructure
Jim Pass, head of project finance for Guggenheim Investments, and Kate Newman from the World Wildlife Fund talk about the most recent research collaboration between Guggenheim and WWF, a survey of infrastructure investors and developers.
The Next Challenge Facing the Advisory Profession
Advisors won the last war – true professionals achieved victory by adopting fiduciary principles and providing comprehensive planning. But a new battlefront has emerged – what I call the “next argument” – and achieving victory will slow and painful.
How the US Can Make the Apprenticeship Model Work
With the US unemployment rate near a five-decade low and job vacancies close to a record high, businesses say they are scrambling to find workers. Many complain that large and growing skills mismatches prevent them from getting the staff they need.
How to Get Started with Commission-Free Annuities
Join this session to learn how to implement Commission-Free annuities in a financial plan, determine the client needs they're best suited for, and manage these solutions within a fiduciary practice.
Quotables by Notables On the Subject of Annuities
My article, “The Trial of Ken Fisher for Crimes Against Annuities,” marked the beginning of my effort to aggressively defend annuities against criticisms that had become too exaggerated, too longstanding, and too inaccurate to be left unchallenged.
The Future of Financial Planning Advice, Part 2
I explain how attempts to view advisor compensation through a moral lens instead of an economics lens lead to false conclusions about the relative merits of each pricing model and hence to misguided predictions for the future of planner compensation.