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Summary: How many times have you heard something like this: “Advisors need to demonstrate value beyond just investing, or drop their fees to compete with robo-advisors.”
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Summary: The stock market -- essentially flat for the year as of pre-open on Friday -- slumped again last week, this time on the U.S. president’s promise to stiffen tariffs on steel and aluminum imports.
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Summary: Well, I have been there and I can help you out because I have been put in this position many many times. Imagine standing in front of a group of magicians to present a magic trick and knowing that each and everyone of them knows your trick, knows about misdirection, knows everything you are about to do. I overcame that fear and I have three tricks that you can do to make your next public speaking engagement a little easier.
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Summary: A couple of years ago, InvestmentNews warned of the "great wealth transfer" that loomed on the horizon and detailed the risk it posed to advisers. The article unearthed some unsettling stats about what happens to the adviser-client relationship when accounts are passed down to the next generation. According to the study, an overwhelming 66% of children fire their parents' financial adviser after they inherit their parents' wealth.
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Summary: In honor of Black History Month, I believe it’s critical that we send a message that the financial planning profession celebrates diversity and inclusion and is stronger today because of the growing diversity of the professionals in our ranks.
