One of my favorite all-time stories has to do with a fire alarm set off at 3 a.m. at the Disneyland Hotel in Anaheim. I was in the hotel, covering a National Association of Realtors convention. At the sound of the alarm, people in various states of “awokeness” emerged from behind their doors up and down the floor, trying [...]

The best thing you could do right now is bounce from this post (go on, it’s fine) and download and read the full 24 pages of Broadridge’s recent whitepaper U.S. advisor-sold asset management: This time it’s personal. It’s a rich analysis of the fund industry and you’ll get value out of every word.  Still here? You’re welcome to read [...]