0 visitor like this article | Viewed 2602 times | 0 comment
Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
0 visitor like this article | Viewed 3840 times | 0 comment
Summary: Have you ever noticed that products you buy repeatedly—paper towels, toothpaste, running shoes, etc.—often start out great, but over time, the high quality that you liked so much starts to decline? My theory is that businesses, especially big businesses, are under constant pressure to increase profitability; an easy way to do that is to reduce costs.
0 visitor like this article | Viewed 3164 times | 0 comment
Summary: Long-distance cycling has delivered many lessons that have contributed to me helping FAs run better businesses and live better lives.
Added on March 2017 in Form an RIA
1 visitor like this article | Viewed 3299 times | 0 comment
Summary: Financial advice firms resent getting slapped for the same infraction by several regulators, InvestmentNews writes. But the current state of affairs also means companies are less likely to settle, one attorney tells the publication.
1 visitor like this article | Viewed 3023 times | 0 comment
Summary: A study of higher education faculty by Fidelity Investments found that while professors say they understand many fundamental financial concepts, they feel they need help in other areas, including understanding health care costs (34%) and choosing specific investments (32%).
