Now Comes the Hard Part for Greece
Friday’s accord was necessary but far from sufficient. The larger challenges ahead to resolve the Greek crisis will be far more difficult to overcome.
Busy? Yes! But Are You Good Busy?
We’re all busy, but to be good busy, start by reviewing your productivity and your job description.
The Medium Is the Message, When the Subject Is Investor Protection
The Committee for the Fiduciary Standard suggests mainstream media have an important role in investor protection, but I wonder if the emphasis is misplaced.
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
Get Ready for $10 Oil
Global demand remains weak, output is growing and OPEC’s power is eroding, columnist Gary Shilling warns.
Why I’m Excited About My Newest Tech Purchase
With an eMoney subscription, I’ll be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
Risk Management Tips for HNW Home Renovators
There are concrete steps that homeowners can take before, during and after construction to help ensure they are prepared for all contingencies.
Currency Wars Have a Nuclear Option
There is a big difference between countries that use domestic tools for domestic purposes and those that target currencies to gain an unfair trade advantage.
Bank of America Mixed Serious Banking and Fun Swaps
There is a widespread belief that banks shouldn't be using insured deposits to fund the creepy activities of their bond-trader and investment-banker colleagues.