Investors Will Pay for Fiduciary Rule Delay
Many firms have already made changes; stalling out now will only reward the firms that profit the most off baiting investors into bad bets.
3 Tips for Effective Crisis Management
Unless a crisis is handled efficiently, effectively and with due deliberation, a disruption can significantly impact business, affect revenue and damage reputations.
Is Your Technology Working Against You?
Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
Today’s Advisor CRM: Not Your Father’s Rolodex
CRM tends to be the most under-appreciated technology in an advisor's toolbox despite the fact that choosing a CRM is one of the more important decisions an advisor can make.
Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Wake up, Dave Ramsey: Your math is flawed
Bad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
Ackman's Investors Won't Get Their Yachts
Channeling Fred Schwed Jr., there’s at least one more question hanging over Bill Ackman's Valeant debacle.
Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”