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  • 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 27, 2015
    blog

    Ballers Episode 6 Recap: It’s Never That Easy

    On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients? (Warning, spoilers ahead.)...More
  • Jul 27, 2015
    The Daily Brief

    Expats Seek Tax Overhaul

    More than three out of every four Americans living abroad say that taxes will play an important role in the next presidential election....More
  • Jul 24, 2015
    The Daily Brief

    The Mutual Fund Firms Advisors Trust the Most

    Which asset managers are the most trusted by financial advisors? A handful of familiar names top the list, regardless of advisory channel....More
  • Jul 23, 2015
    The Daily Brief

    Should Advisors Get Paid At All?

    Robo-advisors are driving down the fees clients pay for asset management, but what if even 25 basis points is too much? What if clients should not be paying anything?...More
  • Jul 22, 2015
    The Daily Brief

    Advisor No-No’s

    Practice management coaches will often tell you what you should be doing to attract clients. It might be more important to know what not to do....More
  • Jul 21, 2015
    The Daily Brief

    A History of Being Wrong

    Predicting calamity for the financial markets is a regular sport. Some even manage to turn doomsaying into a profitable gig selling newsletters, gold vaults and investment strategies meant to survive the fiscal collapse. But how often are these pundits right?...More
  • Jul 20, 2015
    blog

    Ballers Episode 5 Recap: The Shakedown

    This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones are rarely straightforward, so it’s helpful to have a team of professionals around. (Warning, spoilers ahead!)...More
  • Jul 20, 2015
    The Daily Brief

    Advisor to Ring NYSE Bell on 100th Birthday

    A 99-year-old financial advisor and holocaust survivor will be the oldest person to ring to bell at the New York Stock Exchange in honor of her 100th birthday Aug. 2....More
  • Jul 17, 2015
    The Daily Brief

    'Irresponsible and Stupid'

    A Waco, Texas, financial advisor has been sentenced to six years in prison and ordered to pay more than $9 million in restitution for running a Ponzi-type fraud scheme....More

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