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Fiduciary Burden of Participant-Directed Investment Plans
An Emerging Issue for Physician-Executives [By Jeffery S. Coons; PhD, CFP] Managing Principal-Manning & Napier Advisors, Inc The goal of designing a participant-directed investment menu should be...
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Financial Advisory “F” Bomb
Placing Client Interest before Self-Interest Staff Writers We are taking an informal poll, and are asking two key questions of financial intermediary modernity. #1. As a financial advisor, regardless...
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Protecting Your Pension
A Book Report for “Dummies” Staff Reporters According to one review, this aptly-titled book Protecting Your Pension for Dummies [Wiley-July 2007, 978-0-470-10213] has proven to be prophetic in its...
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A Due-Diligence ‘Condom’ for Physician Investors
Using Financial Advisors with Increased Safety By Dr. David Edward Marcinko; MBA, CMP™ Following the Bernie Madoff investment scheme, and related financial industry scandals, here are seven “red-flags”...
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About Fi360.com
Education for Financial Fiduciaries Staff Reporters According to the firm and website, www.Fi360.com offers a full circle approach to investment fiduciary education, practice management and support...
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An Interview with Bennett Aikin AIF®
On Financial Fiduciary Accountability [By Prof. Hope Rachel Hetico; RN, MHA, CMP™] [By Ann Miller; RN, MHA] Currently, there is a growing dilemma in the financial sales and services industry. It goes...
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I Jealously “Shake my Fist” at Somnath Basu PhD
On CFP® Mis [Trust] – One Doctor’s Painful Personal Experience [“So Sorry to Say it … but I Told You So”] By: Dr David Edward Marcinko; FACFAS, MBA, CMP™ [Publisher-in-Chief] According to Somnath Basu,...
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Beware the Brokerage Accounts
Watch that Signatory – Read that Contract By Dr. David Edward Marcinko; MBA, CMP™ [Publisher-in-Chief] Did you know that Federal and state laws require Registered Investment Advisors [RIAs] be held to...
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Doctors versus Retail Bankers
Understanding Modern Reality By Dr. David Edward Marcinko; MBA, CMP™ [Publisher-in-Chief] Doctors often carry notoriously heavy debt loads. Beyond the costs of a medical education are substantial costs...
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On Employer Based Health Insurance Premium Costs
One Client’s Comparative Expense Analysis Experience By Dr. David Edward Marcinko; MBA [Publisher-in-Chief] A colleague posted an interesting essay recently on his blog The Incidental Economist. Austin...
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Financial Advisory Reform Going Down in Flames
A [False] Hobson’s Choice* By Staff Reporters In political Washington DC, according to Ian Salisbury, almost anything will fly if you can make an argument it will benefit the middle class. It worked in...
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Retirement Plan Risks for Physician-Employers
Advantages Well Known – Disadvantages Not So By Brian J. Knabe, MD [Certified Medical Planner™ candidate] A source of risk often overlooked by the physician-employer is the risk involved in offering a...
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Are Primary Care Doctors Becoming More Like Financial Advisors?
Hospitals [BDs] “versus” Family Practitioners [FAs] By Dr. David Edward Marcinko; MBA, CMP™ [Editor-in-Chief] The Big Mistake Those who believe that hospitals need medical specialists like...
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What is the Role of a Physician-Focused Financial Advisor?
Changing Times – Demand Changing Roles By Dr. David Edward Marcinko MBA, CMP™ Editor-in-Chief www.HealthcareFinancials.com As a financial advisor for more than 15 years, it has been my experience that...
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The Uniform Prudent Investor Act versus Fiduciary Accountability
A Primer and Review for Financial Advisors By Dr. David Edward Marcinko MBA, CMP™ www.CertifiedMedicalPlanner.org More than a decade ago Charles L. Stanley, CFP™ gave an overview of the legislation and...
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My “One” Criterion for Hiring Physician Consultants and Doctor Advisors
More about the Frightening “F” Word Dr. David Edward Marcinko MBA CMP™ [Publisher-in-Chief] As you begin to search for a medical practice business advisor or healthcare consultant, be sure to contact...
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The One-Woman Physician Investors Should Not Trust
Why We Should “Run” from the SEC’s Mary Schapiro By Dr. David Edward Marcinko MBA CMP™ [Publisher-in-Chief] OK, I’ve opined about fiduciary accountability for stock brokers, FAs and FPs - as well as...
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Are “Financial Advisors” True Professionals or Employed Sales Representatives...
White House Sides With Sales Reps On Overtime Dr. David Edward Marcinko MBA CMP™ [ME-P Editor-in-Chief] www.CertifiedMedicalPlanner.org As the US Supreme Court is preparing to review the contentious...
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About the AIF® Designation
A Fiduciary Moniker? [By Dr. David Edward Marcinko MBA CMP®] Investment fiduciaries and professionals are constantly exposed to legal and practical scrutiny — it comes from multiple directions and for...
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Finding a Fiduciary Financial Advisor
A Critical Life Skill? [By Rick Kahler MS CFP® http://www.KahlerFinancial.com In today’s complex world of technology, regulations, and finance, a critical life skill is finding advisors and service...
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