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Summary: The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service.
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Summary: Money is a prickly topic so channeling your inner porcupine, leaving people hanging by the receptionists desk and delivering monologues about smart-beta is dumb
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Summary: Our fourth annual 40 Under 40 project is under way, and we need your help to uncover top young talent in financial advice. InvestmentNews' goal each year is to find the stories that inspire the industry and illuminate its clearest path to future success, which depends on knowing who our next generation of leaders will be and what ideas are emerging from them.
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Summary: It’s been well-documented that women earn less than men for the same or equivalent job and are less likely to be promoted than their male counterparts. Now a study released by the National Bureau of Economic Research has unearthed what they call a “new type of discrimination” in the financial services industry: discrimination in job termination.
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Summary: Media exposure can help your practice in a number of ways — it can improve credibility, provide free exposure and give you a solid voice in the profession. I’m very fortunate to have created a decent media presence over the years, through consistent and thoughtful work.
