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Transcript: John Montgomery, Bridgeway Capital Management

The Big Picture

00:23:55 [Speaker Changed] Jacob Pni who, who led the research for a two year period that resulted in three peer reviewed articles, which for a firm our size is an astonishing achievement. We have a fiduciary duty to them. So 00:23:53 [Speaker Changed] No guarantees, but it could. I should know what’s really going on.

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Investing in Pigs and Kidneys: Building a $100 Billion Empire and Revolutionizing Organ Transplants

Investing Caffeine

In my letter, I attempted to remind management of the importance of upholding its rigorous corporate governance standards and exercise its fiduciary duty when it comes to the companys allocation strategy.

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Digital Currencies, Modern Trusteeship and Change

Wealth Management

Our last article in January 2024 examined central banking digital currencies and how those differ from digital currencies (also known as “cryptocurrency”). We’ll now review the many changes since that time and how fiduciaries can continue to educate themselves on those differences. About the Authors Salvador C.

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Merge Ahead: Combining Irrevocable Trusts

Wealth Management

However, merging trusts requires careful navigation of state law, fiduciary duties and tax considerations. Unlock All Access Premium Subscription Get Trusts & Estates articles, digital editions, and an optional print subscription. Chad Baker , Founding Member , Baker Law, Ltd. Why Merge Trusts? For example, a larg.

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Weekend Reading For Financial Planners (May 27-28)

Nerd's Eye View

Also in industry news this week: How consumer concerns about the stability of the banking industry could present independent advisors with an opportunity to add value by managing client cash Why an advisor’s fiduciary duty can sometimes come into conflict with the best insurance options for their clients From there, we have several articles on (..)

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Weekend Reading For Financial Planners (January 20-21)

Nerd's Eye View

Also in industry news this week: While the total number of RIA M&A deals in 2023 fell short of a record-setting 2022 amidst an elevated interest rate environment, continued interest from private equity firms and creative deal structures could boost deal flow in 2024 While the SEC authorized 11 "Spot" Bitcoin ETFs last week, comments from chair (..)

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Weekend Reading For Financial Planners (Feb 18-19)

Nerd's Eye View

Also in industry news this week: A court ruling this week vacated Department of Labor guidance that a one-time rollover recommendation from a company plan to an IRA would trigger fiduciary duty requirements under ERISA Vanguard’s CEO this week indicated the firm plans to invest heavily in direct indexing amid the growing use cases for the strategy (..)