Dodd-Frank will change the way asset management products are created and generate more work for financial advisors. There will be some good consequences and some bad.
Not satisfied with having ushered in a new era of efficient, low cost, investment-savvy pooled investment products, ETF issuers insist on trying to reengineer their own (already pretty darn good) invention.
Much has changed since Elliot Spitzer's efforts exploded the well-entrenched preferred list model for mutual fund distribution. Centralized home-office due-diligence teams are now in the driver's seat, with advisors...
One of the hottest topics around these days is retirement income. Most of the discussion seems to center on fulfilling this important need with a new and different product. In my line of work product marketing I'm all...
