Should you Outsource Your Investment Management?
June 21, 2017 | ThinkAdvisor
If you're thinking about outsourcing, read this first.
Should you Outsource Your Investment Management?
June 21, 2017 | ThinkAdvisor
If you're thinking about outsourcing, read this first.
Robos: Just Another Branch On The TAMP Family Tree
June 1, 2017 | Financial Advisor
We sometimes forget Robos are not technology companies.
February 28, 2017 | RIABiz
Robos no doubt are tireless machines that perform tasks like tax-loss harvesting at a higher frequency than RIAs. But at what cost?
RIAs should ask not for whom the DOL-rule sharks swarm … they swarm for you, too
February 10, 2017 | RIABiz
Advisors who truly aspire to be part of a respected profession need to oppose the furious efforts to revive the commission-broker ethos from the top seat of government.
February 1, 2017 | Financial Advisor
The world, as usual, is rapidly changing and we must change with it or be left behind.
January 30, 2017 | ThinkAdvisor
A new regulatory model is needed for today's—and tomorrow's—robo-advisors.
The time is now for the investment industry to shed its shameless culture or pay a steep price
January 23, 2017 | RIABiz
Enough feeble excuses and convoluted rationalizations for delaying DOL rule.
What Fantasy Football Can Teach Us About Investing
December 15, 2016 | ColoradoBiz
Don't fumble your retirement.
We Are Looking at Portfolio Management Too Narrowly
December 8, 2016 | FundFire
Building a solid portfolio is only half the battle
December 1, 2016 | Financial Advisor
Financial illiteracy is a big problem in America, and it has huge ramifications for advisors.
Does Your Fee Schedule Need an Overhaul?
November 22, 2016 | ThinkAdvisor
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
Value, Growth and the Limits of Our Investment Knowledge Taming the Uncertainty Monster
September 6, 2016 | Advisor Perspectives
All investment decisions involve uncertainty. No matter how hard we try, we can’t make it go away.
How to Start Every Portfolio With a Performance Advantage
August 2, 2016 | Investment News
Instead of giving them a performance edge, we may be digging a performance hole that clients have to climb out of every year.
The AUM Fee Schedule: Face-To-Face With A Dinosaur
July 14, 2016 | Financial Advisor
The traditional AUM fee schedule is a dinosaur.
How to Avoid Making the Portfolio Assumptions that Harm Clients
June 24, 2016 | Advisor Perspectives
A blueprint for building the "perfect little portfolio".
First Ascent maintains its brand identity and will operate as an independent subsidiary of GeoWealth
In a land of giants, advisors give fast-growing First Ascent the top spot—again!