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Topic David Sterman

This content is from: Investing

Are Mutual Funds Doomed?

Though ETFs have more to recommend and are growing at a faster clip, mutual funds can still play a valuable role for advisors.
By David Sterman
January 20, 2020
This content is from: The Big Question

What’s Essential to Know About 2019's Record Year for Wealth Management M&A: Echelon's Armitage

The most important takeaways from Echelon’s just released 2019 M&A deal report.
By David Sterman
January 13, 2020
This content is from: Investing

The Stars Are Aligning for a Renaissance in Commodities

After a hideous decade of underperformance, commodities look undervalued and one is poised to make “a substantial move higher” in coming years.
By David Sterman
December 20, 2019
This content is from: Wealth Management

Uncivil War: States Wage Campaign Against SEC Over Fiduciary Standards

Reg BI backlash is intensifying.
By David Sterman
December 11, 2019
This content is from: Practice Management

R.I.P. AUM Fees?

The longstanding approach is riddled with challenges while newer approaches are seeing greater adoption.
By David Sterman
November 19, 2019
This content is from: Practice Management

Red Flags Advisors Must Watch for to Avoid Insufferable Clients

“As you get older, you just don’t want that stress anymore.”
By David Sterman
November 12, 2019
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December 20, 2019
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December 20, 2019
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