When a Growing Firm Is Actually a Bad Sign
At the end of April, we launched our Kaleido Scope advisory firm business assessment, a free online valuation that enables us to give firm owners an overview of how their firm compares to a well-run firm.
Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
Tightened Conflict Mineral Regulations Could Pinch Unwitting Investors
The island of Jersey has recently made headlines over alleged failures to take action against purveyors of “blood gold.”
Companies Squeeze 401(k)s From Facebook to JPMorgan
Employers are holding back on both the amount and the timing of 401(k) matching funds and dragging out vesting schedules.
Top 20 Most Valuable Brands in the World: 2013
Interbrand, a brand consultancy firm, released its list of the top 100 global brands.
The Debt Retirees Owe to Fibonacci
You might have heard of Leonardo Pisano filius (“family,” in Latin) Bonacci, a.k.a. Fibonacci (1170-1250), probably the most famous mathematician of the Middle Ages.
Hiding in Plain Sight
The past decade has not been kind to most equity investors and their advisors.
Better Advising Through Technology
When I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.