FolioDynamix Builds on Its Stealthy Success
By John SullivanCall it the largest company youve never heard of, even though it goes head-to-head with Envestnet and other large industry mainstays.
April 02, 2015
Getting New Clients: The New Wealth ManagerThere are tried and true ways to get new clients, but will that change in the new wealth management landscape?
April 02, 2015
One Step at a Time: An Open Letter to the Institute for the Fiduciary StandardThe Institute for the Fiduciary Standard called for public and industry comment in a January white paper outlining 11 best practices for advisors and brokers who provide advice to clients. What follows is an open comment letter that I sent to the Institute in March
April 02, 2015
The Changing Face of Wealth ManagementWealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar.
April 02, 2015
What Will Be Your Legacy?A long-ago boss often reminded us that our business obligations extended to five constituencies: our clients, our employees, our community, our business partners (vendors and suppliers) and our industry.
April 02, 2015
Millennials Near Tipping Point: Are You Ready?This generation of more than 80 million potential clients is beginning a transition phase, highlighted by buying their first homes.
April 02, 2015
Stay in Your Lane, Part 2: Creating InfrastructureIn the summer of 2003, Jordy Nelson walked onto the Kansas State football practice field.
April 02, 2015
Ferri’s Forecast for Next 30 YearsAs a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.