Matthias Paul Kuhlmey


Fiduciary News

Traders on Run for the Money
Wall Street Journal, December 15, 2010

In a flashback to the late 1990s, online-trading firms catering to small investors are lining up to go public.

Goldman case brings renewed hope in fiduciary-reform fight
InvestmentNews, April 25, 2010

The SEC charges of fraud against Goldman Sachs & Co. are giving renewed hope to financial advisers who want the fiduciary standard included in financial-reform legislation pending in Congress.

Dodd’s Revised Bill a Mixed Bag for Advisers
InvestmentNews, March 15, 2010

In: Investor Advocate office, ramped up protection for senior investors; Out: fiduciary standard for brokers who give advice

Sen. Christoper Dodd, D-Conn., today introduced his much-anticipated—and much-revised—bill for reforming the financial markets. The "Restoring American Financial Stability Act of 2010" draft bill runs well over 1,300 pages, but Title IX will be of most interest to financial advisers. In it, Mr. Dodd calls for a study by the Securities and Exchange Commission on whether brokers should be subject to the same fiduciary standard that applies to registered investment advisers.

 

News

"Nice Girls Don’t Get It", Eurozone, Collapse, Demographic Trends, SeaCube Container TheStreet.com, May 24, 2011 (Matthias Kuhlmey’s interview begins around the 8 minute mark.)

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Top Wealth Managers Quarterly PULSE Ranking
Wealth Manager, December 2009

HighTower nabs a UBS broker team
InvestmentNews, November 10, 2009

Free
Investment Advisor, August 1, 2009

 

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