Postcards From the Edge: 7 Things I Learned From My Merger
Over the years, I’ve helped many advisors merge their firms, but there’s nothing like actually doing it yourself to get a whole new perspective.
What Fitbit Says About Me — and the World
Almost a month of using Fitbit has reminded me of some old lessons and taught me some new ones.
What Do Advisors Really Do Anyway?
It’s not clear to me why many proponents of transforming the independent advisory world into “flat fee only” often talk as if they are completely unaware of the many client benefits of an AUM fee model.
Greek Deal Was the Easy Part for Both Sides
The negotiations over the weekend between Greece and European leaders were bruising and messy, and implementation of the deal will be equally difficult and uncertain.
Final Regs Clear Path to Portability for Smaller Estates
Clients leaving relatively modest estates should pay attention to the recently released IRS final regulations governing the deceased spousal unused exclusion amount.
Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap Blends
How do the U.S. Mid-Cap and Small-Cap Blend categories fare in the passive versus active debate?
In Search of Return: 3 Biggest Market Risks and How to Play Them
Last week we began a discussion on finding returns in this challenging market. This week we’ll look at three major risks facing us today.
It’s Time to Robo-Proof Your Business Model
Planning businesses have to understand their positioning and pricing in comparison to others and how they can improve their situation.
Searching for Volatility in All the Wrong Places
Why is volatility in stocks falling while it's rising in fixed income?
The SEC and FINRA Proclaim: Trust No One!
Our industry doesn't deserve to be painted by regulators with the lowest common denominator. Case in point: the SEC actions against CCOs