Tag: financial services

Did Your Financial Advisor Meet Expectations in 2016?

What you should be asking yourself—and your advisor—while evaluating your portfolio’s 2016 performance.  The end of 2016 brought a mixed bag for the markets. The...

“Doing It Yourself” with the Aid of a Broker is a Dead Model

Is it time to totally re-think and transform the entire idea behind brokers as a source of financial help for a bewildered public? Do all...

The Crazy World of Financial Advisor Acronyms

Last night, my son Marcus asked me what I did for work. “Are you a CPA or something…?” As if he knew what that meant. ...

How Does Financial Advisor Compensation Impact You? – Infographic

You have seen the headlines. Financial service firms have paid billions of dollars of fines for cheating investors. So, how does this impact you? More...

Deferred Compensation May be Protected by ERISA

Brokers should be aware of the implications of a recent court decision and take note that they may be entitled to the money in their...

Transparency Ratings for Online Financial Advisors (Robos)

Wall Street prefers traditional financial advisors that meet with you face-to-face. This method of contact maximizes the impact of advisor sales and relationship skills.  What...

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