Five Ideas to Emphasize Your Humanness
May 25, 2018 | Advisor Perspectives
In an ever-changing world filled with new technology and tools, there are some things that a robot will never be able to do. Find out how to navigate the future to position you and your practice for success.
Why the Race to Zero Doesn’t Exist
March 7, 2018 | Financial Planning
When it comes to investment products, everybody gets paid.
The Industrialization of Asset Management
February 20, 2018 | Investment News
Model marketplaces make asset management services more widely available, but the model portfolios they offer are far from interchangeable.
February 9, 2018 | WealthManagement.com
The annual tsunami of prognostications about how the stock market and the economy will perform in 2018 was beginning to slow. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose.
January 30, 2018 | WealthManagement.com
Market prognosticators are usually dead wrong. So why do we keep listening?
The Dangers of SEC-DOL Harmonization
January 24, 2018 | Financial Advisor
Why advisors should demand truth-in-labeling rather than a uniform fiduciary standard.
Creating the Right Client Profile
January 2, 2018 | Financial Advisor
Do you want to differentiate your firm from the competition while adding value to your client relationships? Then you should focus attention on an area that is ignored by most advisors: client profiling.
Building Your Piece of the Future
December 27, 2017 | WealthManagement.com
Year-end thoughts on how to thrive in the new world as the old one melts away.
October 18, 2017 | WealthManagement.com
In investing, a substantial performance advantage comes from things you can control: simple portfolio construction and low-cost funds.
September 12, 2017 | WealthManagement.com
It’s easy to position your client’s portfolio for the oncoming bear market—if you know when it's coming.
Fiduciary Double Standard Gives Robos a Free Ride
August 17, 2017 | Investment News
What if a human adviser dispensed portfolio recommendations based solely on the answers to 10 or 12 written questions?
Asset Management Is Not a Commodity
August 11, 2017 | WealthManagement.com
The idea that asset management is a mindless endeavor devoid of skill, art or judgement is a harmful one. Even cheap, automated strategies have varied outcomes. The humans behind the machines still matter.
4 Reasons Your Video Marketing is Failing
August 10, 2017 | ThinkAdvisor
I'm the guy you would call once you've decided to make a video. Now, don't make me hate you.
Is it Time to Review Your Fee Schedule?
August 1, 2017 | Financial Advisor
Like it or not, there is an increasing focus on fees in financial services. This is due, among other things, to the rise of passive investing, the emergence of robo-advisors and the adoption of the DOL fiduciary rule. Clients are getting the message: What they pay makes a big difference over time. I
The Benefits of Elegantly Simple Portfolio Construction
July 10, 2017 | Advisor Perspectives
Do you get more by paying more? Is bigger really better?
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