Articles by Carolyn Marsh

No-fee funds: Will we all be working for free soon?

By Carolyn Marsh on September 24, 2018
No-fee-funds

There was a giant whooshing sound this month in the capital markets – the sound of nearly $1 billion flowing into the two zero-fee index funds launched in August by Fidelity. For their second act, the…

Can’t buy me love, say HNW clients

By Carolyn Marsh on July 25, 2018
HNWI-cant-buy-love

The latest CapGemini World Wealth Report is out, and it’s full of cheery news – rich people are richer than ever, and globally, there are more of them than ever before. The last two years have…

What the big names are saying about the DOL rule

By Carolyn Marsh on June 4, 2018
Big-names-DOL

With the Department of Labor (DOL) fiduciary rule in purgatory via court ruling and President Trump’s call for a review of the rule, investors are looking ahead to the SEC’s newly proposed code of conduct rule….