From Barron's
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Summary: As we draw closer to the effective date of the Labor Department’s fiduciary rule in April, I’m astonished at how the nitty-gritty aspects of complying with the rule—such as how to define a client’s best interest, and which actions are considered conflicts of interest—are distracting from the bigger picture.
From IRIS
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Summary: Did you ever have a call with a prospect where you just came away with this really bad feeling ? And in spite of that ominous feeling, you just continued to chase the deal anyway ? Did it go anywhere ? And if it did, did that prospect turn out to be a great client ?
From WealthManagement.com
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Summary: Transitions always trigger grief, because they require leaving behind something known and moving into the unknown. A presidential election is no exception. The results are particularly volatile this year because half of the people in this country voted for Hillary Clinton and half voted for Donald Trump. Consequently, no matter the final outcome, half of the citizenry is destined to grieve.
From OnWallStreet
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Summary: [INFOGRAPHIC] An increasing number of advisors are choosing the freedom and control that come with being an independent Registered Investment Advisor (RIA). What’s more, the RIA model is creating significant opportunity: RIA channel assets and revenue continue to climb—and it’s not just because of market returns. Take a closer look at the numbers.
From LinkedIn Pulse
Added on November 2016 in Join an RIA
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Summary: In the fall of 2011, I was a brand new student at Florida International University. I was in business school, and one of the first classes I took was the intro to finance class. As a kid attending school after the financial crisis in 2008, I wanted to know how money worked. I absolutely fell in love with the process. Time value of money? It made sense.
