10 Best Finance Tweets of the Month: January
Bill Gross says bring it on, LPL's Burt White gives his Cheesecake Factory Consumer Confidence measure, and advisor Carl Richards wants to smash your iPhone.
The Messy Reality of Financial Decisions
Following the evidence is imperative and difficult.
Seeking Alpha Creatively Is a Theme at Morningstar Conference
Portfolio managers are pouring into Chicago in an annual summer pilgrimage to the Morningstar Investment Conference, where those on a quest for alpha can slake their thirst in hearing the views of the mighty and the yet undiscovered.
15 Best Finance Tweets of the Month: May
PIMCO’s Bill Gross, Zero Hedge and others weigh in on Fed Chairman Ben Bernanke’s congressional testimony; Ron Rhoades tells us what he really thinks about FINRA; and more in your May dispatch from the Twittersphere.
Focus Financial Partner Firms Complete Strategic Deals
Focus Financial Partners announced Tuesday that four of its partner firms have completed strategic transactions in the last 60 days, either closing on important sub-acquisitions or recruiting well-respected new professionals to their firms.
Five Good Questions for 'Behavior Gap' Author Carl Richards
The CFP shares his thoughts on the difference between what we should do and what we actually do
Evidence Over Ideology
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust
Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.
At FPA Denver, Defining Advisor Value and Rebuilding Trust
An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.