Investment Advisors Archive

Fidelity Investments Announces the Elimination of Trading Commissions

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Fidelity Investments announced today the elimination of commission fees for online trading of stocks, options and ETFs. In this piece for The Wall Street Journal, journalist Justin Baer reports on this announcement after Schwab announced a similar strategy last week.… Continue reading

 
Charles Schwab blog

Zero Trading Commission Fees Is A Huge Win For Investors

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Schwab announced on Tuesday the elimination of commission fees. Customers can now trade stocks and exchange-traded funds for free. This development marks a significant day in Wall Street history. With the elimination of trading commission fees, it seems the retirement… Continue reading

 

Rebalance Clients Remain Unaffected While Consolidation of Wealth Advisory Firms Sweeps Through the Industry

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In this piece for The New York Times, journalist Paul Sullivan reports on the current consolidation trend that is impacting wealth advisory firms nationwide and ultimately how this development impacts clients. Wealth Advisory Firms Are Merging, but What’s in It… Continue reading

 
John Bogle

Build A Statue For John Bogle? Here’s A Better Idea

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My partner, Mitch Tuchman, wrote a lovely tribute to the late John Bogle for MarketWatch. It captures Bogle’s essential goodness and the mission that drove him his entire life: helping everyday people retire with more by dramatically lowering the cost… Continue reading

 
financial advisor

What Do You Really Need In A Financial Advisor?

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Ask 100 people what they want from a financial advisor and nearly all would say, “Um, advice?” Too bad that’s not what most financial advisors do. In fact, most are not even qualified to give advice. Sure, they take exams… Continue reading

 
Female financial advisors

Introducing: The Money Motivation Video Series

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Investing can feel challenging and we often just postpone thinking about our savings and investing goals. We hear you! Our Rebalance team wants you to feel comfortable and in-the-know so we are launching a video series where you’ll hear directly… Continue reading

 
hidden fees

Merrill Lynch Bombshell On Hidden Fees Is Hardly A Surprise

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A couple of years ago, I spent an inordinate amount of my time on Capitol Hill talking to lawmakers about a new investment rule in the works designed to expose hidden fees charged by stock brokers. Called the fiduciary rule,… Continue reading

 
SEC rule

New Rule Safeguards Wall Street’s Profit Pipeline, Putting Investors at Risk

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The Securities and Exchange Commission, the chief regulator in charge of Wall Street, has a startling message for investors: “You’re on your own.” The SEC has just opened to public comments a potential change to how your stockbroker must operate.… Continue reading

 
investment steps

4 Concrete Steps For Real Investment Peace of Mind

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It was Dr. Martin Luther King who said “the arc of the moral universe is long, but it bends toward justice.” Weighty words indeed, but they feel apropos of the back-and-forth we see in Washington over a rule meant to… Continue reading

 
    

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