David Armstrong

David
Armstrong
Managing Editor,
Penton Media
Articles
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.
Ten to Watch: David Benskin
Account aggregation tools are plentiful for both individuals and advisors—think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?
Editor's Letter: August 2014
In this issue we highlight ten individuals we think bear watching over the next year, both because of the specific things they are doing, but more broadly because of the changes taking place in the industry that they represent.
Editor's Letter: July 2014
Are there too many mutual funds out there? Or not enough?
Bond Managers Who Can Go Anywhere Have Nowhere to Go
There is little to like in the current debt markets, say managers of unconstrained bond funds.
Market Takeaways from Morningstar Investment Gurus
Morningstar investment analysts spoke about the current state of the market and their investment recommendations Wednesday at the Morningstar Investment Conference.
Hasenstab’s Case For Emerging Markets
Why the manager of the $72 billion Templeton Global Bond Fund thinks emerging market debt will hold up better than expected in the wake of U.S. tapering.
Editor's Letter: June 2014 
Financial advisor compensation continues to go up and up and up. WealthManagement.com Editor-in-Chief David Armstrong says to expect that to continue reflects blind faith and a denial of reality.
Worst Abuses of High Frequency Traders a Thing of The Past, Says Whistleblower
The portfolio manager who first brought public attention to the abuses of high-frequency traders—and appears as a minor character in Michael Lewis’ book Flash Boys—says the worst practices aren’t happening any more. “The markets are stronger than ever.”
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