David Armstrong

Managing Editor,
Penton Media
Editor’s Letter: February 2014
The conventional wisdom on high-frequency trading is that it hurts no one and in fact makes market more liquid. Retail investors therefore benefit from the algorithm-driven, split-second trades that make up more than half of the activity on a given exchange.
Economic Strength in US is Underestimated, Says TD Bank Economist
The U.S. economic recovery is even stronger than most give it credit for, TD Bank’s top economist said during TD Ameritrade Institutional’s advisor conference in Orlando, Florida today.
Six Things We Learned @TDAI About Financial Advisors Scott Hanson and Pat McClain
At TDAI conference, financial Advisors Scott Hanson and Pat McClain reveal the marketing secrets that helped them build a $1.5 billion business.
Editor's Letter: January 2014
We’ve taken no formal poll, but anecdotal conversations with several financial advisors in recent weeks lead me to believe that many are stymied by the increasingly perplexing options confronting individual investors.
The Commodification of Advice
An opening panel at the Tiburon CEO Summit Tuesday took on the issue of how much longer the industry can get away with "charging premium prices for commodity services."
Top Takeaways from Tiburon
The opening presentation at the 25th annual Tiburon CEO Summit ran the gamut from the decline of the middle class to the commodification of investment advice: Here, some of the top takeaways.
Gallery: The 15 Most Interesting Data Points From the Tiburon CEO Summit
For those who couldn't make Tiburon Strategic Advisors' CEO Summit, here are the 15 most interesting, salient or surprising data points delivered to attendees during the opening session on Tuesday, Oct. 8.
Editor's Letter: October 2013
Like everyone else in the industry press, we’ve been approached by Capital Group letting us know they are on the offensive.
Ten to Watch: Joe Lonsdale
Sometimes it seems as if the wealth management industry is about 20 years behind when it comes to technology, which is why there are dozens of firms all seeking to bring better “solutions” to advisors and clients around asset aggregation, performance metrics, investment planning and transparency. But few have the engineering firepower of Addepar, thanks in part to its co-founder Joe Lonsdale.
Ten to Watch: Janet Yellen
Few public figures can move markets like the chairman of the Federal Reserve. The individual whose charge is to coordinate monetary policy by setting (some would say manipulating) interest rates to keep the value of money sound and the economy growing at a sustainable clip is to many the only oracle that really matters. Vice Chairman of the Federal Reserve Janet Yellen is widely seen as a seamless transition...
Editor's Letter: August 2013

Sometimes events overtake us. As we deliberated over this year’s list of candidates for our annual “Ten to Watch” list, we admit that John Michel, president of the former BloombergBlack, was close to making the cut.

Editor's Letter: July 2013
We look at succession planning for advisors —an event that can either be a rewarding end to a principal’s career or a disappointing fade to black with little to no effort to pass the firm on, transition clients to younger advisors or monetize the business to leave behind a financial legacy.
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