Are Robos Fiduciaries if Providing Financial Advice/Services for Fees? Very few investors, individual or institutional, know there are two ethical standards for financial... Read More
Hedge Fund Peer Groups Are Hazardous To Your Wealth Hedge fund peer groups are nonsensical because hedge funds are unique. The definition of “unique”... Read More
Morningstar Ratings of Target Date Funds are Obsolete Free Target Date Fund Prudence Ratings Read More
The S&P500 is Not Smart. Smart Beta and Smart Alpha Are. Core-satellite investing has been embraced as a way to diversify and to lower costs, but the S&P500 Read More
Financial Advisors, Be Original to Stand Out in the Crowd There’s an upcoming $30 trillion wealth transfer predicted by Accenture. So, more financial... Read More
Markets Opportunity is Knocking - Our 90 Year History This is the third, and last, segment of my 3-part commentary. Part 1 discussed 2015 and the past 5... Read More
How to Build Your Virtual Marketing Team Just like running a successful business, your marketing requires a variety of different talents... Read More
How to Attract Today's Investor - Infographic Every RIA in America is watching the development of Robo and Virtual Advisor business models. They... Read More
Will an Investor Select a Virtual Financial Advisor? Editor's note: This blog article was originally published on December 9, 2015 and has been... Read More
