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Daily Archives: January 14, 2015

The Countdown to QE in Europe

Echoes from the PitBy Peter McGratty CFAJanuary 14, 2015

By Carl Noble Next Thursday (January 22), the European Central Bank will be hosting an important meeting. Last year, Europe experienced a setback …read more Source:: Market Musings

Need a Resolution for 2015? – Regulators to Demand a Succession Plan

From the Corner OfficeBy Peter McGratty CFAJanuary 14, 2015Leave a comment

Another year has come and gone.  And with each New Year comes the annual decision about new resolutions.  Not this year.  It looks as though the regulators will make the decision for you.  Both the SEC and NASAA are poised to issue new rules in 2015 that will require RIAs to put a continuity/succession plan…

Even Safety-First Retirement Income Strategies Are Probability-Based – The Real Distinction Is Risk Transfer Vs Risk Retention

From the Corner OfficeBy Peter McGratty CFAJanuary 14, 2015

By Michael Kitces The ongoing decline of defined benefit plans and pensions, and the associated rise of defined contribution plans – in the …read more Source:: Nerd’s Eye View

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