All of these postings are freely available.| investmentecosystem.com
All of these postings are freely available.| investmentecosystem.com
Expected Value, Fessing Up, Highly Engineered Profits, and the Natural Language of Finance | investmentecosystem.com
All of these postings are freely available.| investmentecosystem.com
All of these postings are freely available.| investmentecosystem.com
All of these postings are freely available.| investmentecosystem.com
The first part of this look at fuzzy terminology in the investment industry covered the ambiguities around the word “advisor.” Now let’s turn to another confusing description, this time in regard to an investment strategy.| The Investment Ecosystem
A proposed rule from the Securities and Exchange Commission would require an investment advisor that wants to outsource part of its responsibilities to conduct “certain due diligence and monitoring of the service provider.” As is always the case with such rules, there are complexities, including what constitutes a “covered function” that is subject to the rules.| The Investment Ecosystem
All of these postings are freely available.| The Investment Ecosystem