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. In response, many … Read More
Do you get more by paying more? Is bigger really better?
If you’re thinking about outsourcing, read this first.
We sometimes forget Robos are not technology companies.
Robos no doubt are tireless machines that perform tasks like tax-loss harvesting at a higher frequency than RIAs. But at what cost?
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.
The world, as usual, is rapidly changing and we must change with it or be left behind.
A new regulatory model is needed for today’s—and tomorrow’s—robo-advisors.
Enough feeble excuses and convoluted rationalizations for delaying DOL rule.
Don’t fumble your retirement.
Building a solid portfolio is only half the battle
Financial illiteracy is a big problem in America, and it has huge ramifications for advisors.
You should be able to demonstrate a reasonable relationship between your fees and the services you deliver.
All investment decisions involve uncertainty. No matter how hard we try, we can’t make it go away.
The key to investment success is helping clients understand their environment.
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!
