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A “Back to Basics” Reading List for Advisors

  • Jul 28, 2015
    The Daily Brief

    The Cockroach Theory

    When it comes to evaluating stocks during earnings season, Fagan Associates applies the cockroach theory: “Where you find one ... there are usually more."...More
  • Jul 6, 2015
    The Daily Brief

    Insurance: Next to Go Robo?

    A new report by the World Economic Forum examines how fintech is changing the financial services industry. As we’ve seen in the advisory space with the rise of online advice platforms, it’s disrupting things....More

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