How Financial Advisors Are Like Pablo Picasso
Ron Rhoades recounts a Pablo Picasso story to show the value of financial advice.
Small Business Group Health Insurance: The Sequel
As the labor market improves, many small business owners want to adjust existing policies to remain competitive—especially in light of Obamacare. Here’s how to help those clients.
This Market Selloff May Be Different
The generalized move down in stocks is sparking an interesting discussion about how investors should respond.
Fiduciary September 2016: The Rise of Consumerism
Eight years after the global financial crisis, there remains little discussion suggesting investor “distrust” is a serious concern deserving of advisor attention and concrete solutions.
If You Can Commoditize Asset Management, Will Advisors Be Next?
Scott MacKillop's First Ascent's fee structure could be a game-changer for TAMPs. Can it apply to advisor fees as well?
In Normal Campaign Season, Candidates Could Have Tax Debate
Both Clinton and Trump evade some specifics, but there's enough for a substantive debate.
Why Pro Athletes Squander Their Money; How Advisors Can Help
Former baseball pro and now CFP Erik Averill says few of his advisor peers have the skills to adequately serve professional athletes.
Advisor: Does Your Firm Have Investment Discretion?
Investment discretion is not to be taken lightly, since it is intertwined with other regulatory concepts and even ERISA. Can you say "DOL fiduciary rule"?
To Win in September, Stick to the Game Plan: Searching for Alpha for September 2016
August may have been boring for stocks, but a spate of central bank actions will likely make September more interesting. So what to do now?
Snow Cone Success Lessons for Advisors
Trying to improve profitability at my first business taught me growth lessons advisor-owners should heed.