David Armstrong

David
Armstrong
Managing Editor,
Penton Media
Articles
Editor's Letter: April 2015
No longer just salespeople at the tail end of Wall Street, advisors have come into their own as professionals.
Editor's Letter: March 2015
Whatever your feelings about Obama’s recent turn toward progressive economic populism, the speech did focus the public’s attention on the possibility of conflicted advice when it comes to individual retirement accounts (IRAs), even if many still have only a faint idea of the issues at play.
Editor's Letter: February 2015
A recently leaked memo written by White House economic advisors put some fire into the debate over proposals to impose a fiduciary mandate on brokers.
Editor's Letter: January 2015
When we thought about this month’s cover story, the idea was to show the beating heart inside some of the so-called robo-advisors, online asset allocation tools that use algorithms and funds to create tailored low-cost investment portfolios.
Editor's Letter: December 2014
Recently, the wealth management industry could feel that we are having Tony Robbins shoved down our throats.
Drowning in Liquid Alts
Liquid alternative mutual funds have exploded in popularity, yet most advisors aren’t using them properly, a Goldman Sachs analyst argued at Schwab’s annual IMPACT conference.
“No Cosmic Meaning in Republican Victory"
Potomac Research Group’s Greg Valliere kicked off Schwab’s Impact conference in Denver Tuesday by with some quick takes on the meaning of the mid-term elections.
Editor's Letter: November 2014
Since the financial crisis, the money has poured into liquid alts.
The Daily Brief: Liftoff?
Barry Ritholtz and Josh Brown announced they were working with Upside, which has developed an automated online financial planning and investment platform meant to be white-labeled for planners who want to compete with the likes of WealthFront, Betterment or FutureAdvisor.
Editor's Letter: October 2014
Mass affluent clients—a demographic numbered at 22.5 million—are “underserved and oversold” by financial advisors instructed and inclined to build a roster of richer clients.
Wealth Advisors with Heart: Colleen Schon

Financial advisor Colleen Schon knows better than most the financial toll that can be inflicted on families fighting rare diseases.

Wealth Advisors with Heart: Ryan Ponsford
For Ryan Ponsford, philanthropy helps the giver as much as the recipient. That’s the belief behind Main Street Philanthropy, the organization he started to help underprivileged kids find both purpose and influence over their lives by engaging in acts of charitable giving.
Editor's Letter: September 2014
What is behind the consolidation of the IBDs? Is it to provide synergy and consolidation of back-office functions or are there investment opportunities and ramifications?
Ten to Watch: Justin Wisz
Marketing is one activity advisors fret about but few do well, if at all. The same goes for social media. Vestorly, a New York City-based startup co-founded by Justin Wisz, may finally help them put some teeth into their efforts.
Ten to Watch 2014—Where Are They Now?
As with any Ten to Watch list, last year’s list was ripe with successes and failures. Here’s an update on where these individuals (and their organizations) are now.
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