The Fiduciary Standard: What Would Peter Drucker Say?
In the end, fiduciary best practices for all advisors are about leadership. Are you a leader?
Rise of the Robo-Advisor Machines: Are They Really Advisors?
Computers can be cheaper, faster and more convenient, but that’s not always better. And I think most people know this.
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.
Right-size your practice and quiet the noise
Ultimately, we all need to get ourselves healthy; financially, physically and emotionally. That way, we’re in a great place to dispense prudent advice.
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 is among the must underappreciated, and most important, advisor technologies.
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.