How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
The Pros and Cons of AUM or Flat Fee Compensation for Advisors: Part 2
Is charging flat fees for advice really the “wave of the future,” or is it a recycled idea that gained little traction in the past?
Opportunities in a High-Debt, Low-Growth Era
George Santayana once said, "Those who cannot remember the past are condemned to repeat it." I wonder what the Spanish-American philosopher would say if here...
A Brief History of Bad Advice
Harvard philosophy professor George Santayana famously said: "Those who cannot remember the past are condemned to repeat it." Well, maybe. But I've found that, like...