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  • May 27, 2015
    blog

    What TV Can Teach Us About Managing Wealth

    From Downton Abbey and Game of Thrones to Grey's Anatomy, the plots of multiple popular shows are dealing with real-life financial and family planning issues....More
  • May 26, 2015
    The Daily Brief

    Hedge Clippers

    In recent weeks, hedge fund mangers have taken a beating—not to their investments, but to their public image...More
  • May 22, 2015
    The Daily Brief

    When Do You Work?

    Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days....More
  • May 21, 2015
    blog

    Casady: Better DOL Rule Needs Only 'A Couple' Of Improvements

    The head of LPL Financial praised the Department of Labor’s changes in its re-proposed fiduciary rule aimed at financial advisors, saying “just a couple of items to improve from here.”...More
  • May 21, 2015
    blog

    Savant Capital Picks Up Chicago-Area RIA

    Savant Capital Management expanded its presence in the Chicago market and boosted its assets to nearly $4.5 billion with the recent acquisition of Orion Capital Management. Winnetka, Ill.-based Orion is a fee-only independent registered investment advisor with six employees and $150 million in assets under management. The move to join Savant was a good growth opportunity for Orion, the firm’s president and founder James W. Kyle Sr. said in a statement Thursday....More
  • May 21, 2015
    The Daily Brief

    Why the Class of 2015 Should Consider This Profession

    As the class of 2015 gets ready to put on their caps and gowns, these young, new graduates should think about becoming financial advisors, argues Ken Kamen, president of Mercadien Asset Management....More
  • May 20, 2015
    The Daily Brief

    The Great Reformation That Never Happened

    Despite all the talk about restoring the public’s trust in the financial services industry, many financial professionals don’t believe the industry is better off than it was before the financial crisis....More
  • May 19, 2015
    blog

    CircleBlack Expands Account Aggregator To Android Devices

    CircleBlack, an online account aggregator and wealth management platform, is now available on Android devices....More
  • May 19, 2015
    blog

    Cold Calling Is Still Terrible

    In a recent post on the popular Humans of New York website, photographer Brandon Stanton captured a moment with AXA advisor Mike Grady, who candidly spoke about the struggles young advisors face....More
  • May 19, 2015
    blog

    CFP Doubles Awareness of Designation Among Investors

    Five years later, just over a third of investors recognize the certified financial planning certification without prompting....More

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