Sound Investing

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

https://paulmerriman.com

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The end of active management


Paul discusses the huge changes in expenses that are due in part to the debate between the “Fiduciary Standard’ that investment advisors work under, and the “Suitability Standard” that brokers apply to their recommendations. While a mutual fund’s expense ratio is the most commonly discussed variable, it turns out there are other factors that may be even more …


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 May 18, 2016  20m