Financial and investment commentary and columns.
Ask Abby
Abby Salameh is the Chief Marketing Officer for the Fusion Advisor Network.
Building Bridges
Patricia Angus is the founder and CEO of Angus Advisory Group LLC.
Career Moves
Mindy Diamond is president of Diamond Consultants, of Chester, N.J.
College Planning
Lynn O'Shaughnessy is a college consultant, author and speaker.
Court Opinions
Attorney Gregory Monday is a shareholder in the law firm Reinhart Boerner Van Deuren.
ETF Liquidation Watch
Michael Martin is a Managing Director at ETF Global and the Head of ETFG University.
Fix My Business
Anne Field's areas of specialty include small business and management.
Generations
Kevin McKinley CFP is Principal/owner of McKinley Money LLC.
The Inner Game
Matt Oechsli is author of Building a Successful 21st Centure Financial Practice.
Inside the Litigation Lion
An inside view of trends in SEC/FINRA regulatory and compliance issues.
Investment Alert
Mr. Lewitt has spent the last 25 years in the securities industry and the last 20 years in the investment business.
The Legal Rep.
Patrick Mahoney is an attorney based out of Manhattan Beach, California.
The Marketing Pathway
Pat McClain is a senior partner and founding principal of Hanson McClain Advisors in Sacramento, Calif.
The Market's Meaure
An easy-to-follow metric signals ongoing market strength.
Notes on Retirement
Mark Miller is a journalist and author who writes about trends in retirement and aging.
Philathropy Tax e-Letter
A unique take on current issues in the fascinating worlds of philanthropy, tax and estate planning.
The Positive Story Project
Hartley Goldstone, J.D., MBA, delights in being surprised by profound questions.
The Social Media Advisor
Kevin Nichols is the Director of Coaching for The Oechsli Institute.
South Gotham
Dr. Daniel Crosby is a behavioral finance expert.
Talking ETFs
Richard Keary is the Founder/Principal of Global ETF Advisors LLC.
Technology Review
Reviews of new technologies relevant to wealthmanagement professionals.
Tomorrow's Advisor
Stay up to date on advisor regulatory requirements, practice management and best practices.
The Wealth Consigliere
Jeff Spears is Founder and CEO of Sanctuary Wealth Services.
Issues in Retirement Planning
Michael J. Jones is partner at Thompson Jones LLP.
Most Recent Commentary and Columns
Last week’s Inside ETF conference showed the maturity of the industry. Most participants were focused on educating advisors on building portfolios with the funds, not pushing specific products.
Louis Navellier on Lew’s subpar resume, dangerous agenda and business failures, and how you’ll have to adjust your investment strategy should he get the job.
After a period of indigestion following merger activity, wirehouses, comprising of UBS, Morgan Stanley Smith Barney, Wells Fargo Advisors, and Bank of America Merrill Lynch, are nearing the later phases of their restructuring. Executives, such as...
To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel. Many hail from telephone, utilities and tobacco ...
