The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Dick Wagner and the Need to Understand Clients’ Attitudes About Money
One of Dick’s lifelong interests was the role and meaning that money has in people’s lives, Bob Clark says.
Do Too Many Rules Really Lead to Bad Advice?
Regular readers will probably not be surprised that I have a few problems with Don Trone’s take on United Airlines and the “Fiduciary Paradox.”
Why Brokers’ Transition to AUM Fees May Trigger a Boom for Independent Advisors
I’d leave my broker-dealer, too, if they switched me from paying commissions to paying a 2% annual AUM fee.
Active Share II: A More Powerful Tool for Identifying Defensible Actively Managed Funds
While the fate of the DOL fiduciary rule is unclear under President Donald Trump's administration, its impact continues to be felt.
Rise of the Robo-Advisor Machines: Are They Really Advisors?
Computers can be cheaper, faster and more convenient, but that’s not always better. And I think most people know this.
Advisor or Adviser? It’s More Than Semantics
Suppose I called myself a “docter,” and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
Is College Debt Advisors’ Next Black Swan?
Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
Want Stronger Client Relationships? Get Personal
My ISP surprised me by providing better service at no extra cost, and I'll remember it. Clients remember when you provide a personal service.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
First Ascent, which charges a flat $500-per-client portfolio management fee, offers cutting-edge solutions to today’s challenges of margin compression, robo platforms and breakaway brokers.