Here’s a little food for thought as you get ready for your Memorial Day weekend. In mid April, ECHELON Partners provided its update on RIA deal-making activity for the first quarter of 2018. Per their report, there were 46 announced deals consummated in the quarter,...
A year ago, the crowd assembled at the at the Fi360 Conference in the Nashville Omni Hotel was moved with anticipation when the Department of Labor (DOL) announced that the “fiduciary rule” would begin to be enforced in early June 2017. Today, the DOL’s version of...
“I don’t need you. I can just do it myself.” That’s the phrase advisors have feared since the first online discount brokerages started marketing to the average investor. The same feeling that empowered a generation of day-traders, inspired the dawn of the...
This year’s Inside ETFs kicks off on Sunday, gathering over 2,500 ETF proponents under one roof to discuss what the future holds for the now wildly popular investment vehicles. With a quarter-century of existence under their belt, ETFs are included in more portfolios...
When the 2008 financial crisis started to unfold, I had just had my second child and secured my first mortgage. I was an employee at the agency I currently co-own today, and my wife had temporarily left her job to tend to our two boys, both under the age of 3. It was...
