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?
Forum Articles
Monthly Archives: August 2017
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