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Posts Tagged "Fiduciary"

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Confusopoly at TIAA “If They Cry, They Buy”

Confusopoly at TIAA “If They Cry, They Buy”

Yesterday Pulitzer-prize winning author Gretchen Morgenson at the New York Times, wrote another article, New York Attorney General Subpoenas TIAA Over Sales Practices,  highlighting the confusopoly at TIAA. As we discussed earlier, the financial services industry is a confusopoly  (a term coined by Dilbert cartoonist and author Scott Adams), an industry…

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Confusopoly:  Is TIAA Preying on Investors?

Confusopoly: Is TIAA Preying on Investors?

Our readers may be familiar with the work of Scott Adams, who coined the term confusopoly, which describes any industry that benefits from keeping consumers confused. The Financial services industry is clearly a confusopoly. And executives at financial services firms understand human beings are not only irrational, but actually (nearly)…

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Quarterly Newsletter to the Public Q4 2014

Quarterly Newsletter to the Public Q4 2014 January 30, 2015 “The More I Sweat in Peace, the Less I bleed in War.” Norman Schwartzkopf (re-quoted from Vijaya Lakshmi Pandit, Indian Diplomat) Executive Summary In order to avoid fatal mistakes, prolonged periods of patience may be required, i.e. we have to…

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Ken Moore Awarded 5-Star Rating on Paladin Registry

Global View is pleased to announce that partner Ken Moore CFP has been accepted into the Paladin Registry. Ken was awarded a 5 Star Quality rating, the highest available from the service. Paladin Registry has been researching and rating advisory services nationwide since 2003. According to the Paladin Registry website, Wall Street employs…

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Taking Action for Your Financial Future

According to an article published in Forbes “80% of financial planning recommendations don’t lead to action,” leaving only 20% implemented. Global View strives to have 100% of recommendations implemented. The first step Global View utilizes to achieve 100% implementation is to gain a full understanding of our client’s current financial situation through collaborative…

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