Management-Episode 15 Fees, Costs, and Expenses

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My Piggie Bank

Business


It's not Peter, Paul, and Mary stealing from you. The 12b-1. Investment advisers secret money machine. 3 proven ways to steal a clients money. Should you learn Chinese? Returning phone calls. Hiding fees behind bonds. Quick. Who says this? "I can steal your money and shine your shoes?" Chuck likes low-skilled investment advisory firms. You don't need Chucks permission. 40 year old technology time machine. Who told on Bernie? 15 new cars. One for Ed? Nope.