Managing

Ed Yardeni’s Professional Autobiography Review

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In the 40 years since economist Ed Yardeni began publishing, he's influenced some of his brilliant strokes highlight any rendering of financial history. Dr. Yardeni coined the phrase "hat-size bond yields" in the early 1980s, which became a market mantra and is now part of our lexicon. In 1991, Dr. Yardeni said the collapse of Communism "eliminated the greatest trade barrier in history,” and a 10-year bull market followed. In aggregating public filings on Y2K spending, Dr. Yardeni shed so much light on the problem, materially helping avert predictions of global computer disaster. In 20

The DOL And Your Fees

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    The new DOL rules imposing fiduciary responsibilities for retirement plan advice might impact RIAs, even though they’ve already been held to a fiduciary standard. If you’re an RIA, these rules might require changes to how you give advice – or to how you charge.

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New Overtime Rules

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Whether you're an employee or an employer, you could be affected by new overtime rules enacted by President Obama and the Department of Labor on May 17, 2016. Officially an update to the Fair Labor Standards Act (FSLA), the new rules will greatly expand the number of employees who qualify for overtime pay.

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Go For The Flow

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My firm has embarked on a rather nebulous goal for his year: flow. Defining "flow" is difficult because it is more of a feeling than a quantifiable benchmark.

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A CFP® Tool That Makes The Fiduciary Rule No Problem

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The ethics course that CFPs® must take every two years is a great way for professional financial planners to demonstrate their understanding and adherence to the core fiduciary responsibilities that we have to our clients. According to the CFP Board, “The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.” In the ethics course that I teach on Advisors4Advisors site (two hours of CFP Board CE credit), I focus on the six principles to which CFP® practitioners must adher