Summer Reading Suggestions For FAs

For many, the slower pace and extra hours of sunlight make summer the perfect time to dive into a book. Here are a few recommended reads to enhance your skills and help you grow your business. Do you know your OKRs? If not, John Doerr’s latest “Measure What Matters: How Google, Bono, and the Gates […]

How To Deliver Bad News

“Your portfolio is in the toilet! I’ve lost you a lot of money! …but, we’ve done a little better than the S&P, so it could be much more bleak.” At some point in your career, you will need to deliver bad news to a client. Learning to do so effectively can not only ease your […]

Robo Advisors: Make The Most Of This New Market Reality

By 2020, the A.T. Kearney 2015 Robo Advisory Services Study estimates robo advisors will manage some $2 trillion. This growth represents both organic growth and shifts from traditional financial advisors. The most significant impact of the growth of robo advisors is a loss in asset management revenues for those traditional financial advisors. Two major areas in which […]

DOL Fiduciary Rule Delayed

The DOL Fiduciary Rule was scheduled to phase in starting April 10, but thanks to an executive order signed by President Trump, the DOL is seeking a delay. The Obama administration created the new ruling because it believed consumers need protection from conflicted investment advice, which it estimated costs investors $17 billion per year due […]