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Would Fund Managers Work Better in the Dark?
Better disclosure is good, but can it have unintended consequences?
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The Special Trick To Find the Right Financial Adviser
When you’re asking questions of a potential financial adviser, be sure to keep score.
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The 19 Questions to Ask Your Financial Adviser
The burden of finding an adviser who will act in your best interest is on you.
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How a New Audit Rule Could Bring Sunshine to U.S. Markets
New rules under consideration at the SEC would make auditors describe significant issues they raised with companies they audit.
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Why Your Financial Adviser Can’t Be Conflict Free
‘Conflict free’ is good marketing. But it is a bad description of financial advice, because it can lull investors into dangerous complacency.
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Best Mutual Fund Disclosure Ever: ‘Don’t Come Crying to Us if We Lose All Your Money’
Most financial disclosures are boring. The IPS Millennium Fund was an exception.
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It’s Time for a Revolution in Investor Disclosures
How should the information in mutual-fund prospectuses and other financial statements be simplified?
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Advisers Who Call Themselves Fiduciaries May Not Live Up to It
You want your financial advisor to be a fiduciary. For some, however, it may be more a marketing strategy than a way of life.
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The Halo Effect: How It Polishes Apple’s and Buffett’s Image
The burden of finding an adviser who will act in your best interest is on you.
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Insider Trading: Why We Can’t Help Ourselves
Why conflicts of interest are so insidious and so hard to be honest about to ourselves.