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.
3 Client Engagement Styles Advisors Need to Understand
Facing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
Flat Fees Again: Hey, It’s Not My Fault!
Thoughtful comments from two readers requires another look at the flat fees vs. AUM compensation model for advisors.
The Dead Horse Bounce. And Another Thing About Flat Fees…
Why have the vast majority of independent advisors not adopted flat fees while those who did eventually switched back to AUM fees?
Can You Hear Me Now? The Tech Scam Better Explained
Clarifying the details, and the seriousness, of the 'Can you hear me now?' telephone scam.