Discovering Daniel Kahneman’s Insights on Human Behavior
If you've ever wondered why people hold certain erroneous conclusions, this book will shine light on the subject.
Why You Need Women on Your Advisor Team
The skills and decision-making process displayed by women can make a big difference to an advisory firm's success, and their clients'.
Legacy Clients: What’s Missing in the Fee/Commission Debate
A discussion on converting clients from commissions to fees raises some interesting points.
The FBI Ran an Ultimate Fighting Pump-and-Dump Scam
Bloomberg View blogger Matt Levine on how the FBI took over a shell company and busted five stock promoters.
The ‘Dog Pack’ Leadership Lessons
Dogs don’t micromanage, but like a pack, a great team will practice self-discipline.
3 Ways Advisors Can Use Social Media Content to Connect With Clients
Sharing compelling content is the most effective way to engage an audience on social media, but don't forget the emotional component.
A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
Still Trying to Understand NAPFA’s New Membership Rules
I spoke to the fee-only organization’s CEO, Geoffrey Brown, but I remain confused. How about you?
How to Succeed as an Introverted Financial Planner
Extroverts may be held up as the ideal—especially in financial planning, where it's all about relationships—but introverts have much to offer, especially to clients.
Finding a Custodian That Fits, Part 3: Its Technology
How I use my custodian's technology to run my practice more efficiently and serve my clients better.