I just got back from Hollywood, Florida where I spent the last few days at this year's Inside ETFs conference. It was a special trip for me because this was my first chance to participate in a panel discussion. I'm incredibly grateful to the people at Inside ETFs for...
There needs to be a discovery period between advisor and prospective client. It should be conducted almost as an interview. Both advisor and prospective client NEED to find out if the relationship will be a good match. Each situation will be different, but here are a...
The fiduciary rule is partially in place as of June 9th. The most important thing this rule has done for the investing world is it has woken the public up to how important it is to work with a fiduciary adviser. What does being a fiduciary even mean? Well it means...
