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
Over the next 25 years, our industry will learn to see technology not as a disruptor but as an ongoing opportunity to improve our clients’ lives. There’s no question about it in my mind: We’ll be better able than ever before to connect with indiv...
When I was on an airplane recently, I saw a 2-year-old trying to make the picture on the TV screen bigger by swiping her fingers across the screen. She wasn’t quite sure why it didn’t work the way she was accustomed to. Futurists have all sorts o...
When I think back to where I was in the late 1980s, some memories feel like a lifetime ago, while others are as fresh as if they happened yesterday. I can vividly recall sitting at the trading desk of an investment advisory firm, learning as much...
At Raymond James annual Women’s Symposium last week, women advisors met to share ideas and stories on how to succeed in the business today, touching on themes like the need to build confidence, help each other be successful, lean in and...
As part of our #FiduciaryFriday series this month, we asked the Institute for the Fiduciary Standard's Knut Rostad to provide his thoughts on where the Securities and Exchange Commission's fiduciary efforts stand. Rostad finds there is a...
As part of our #FiduciaryFriday series this month, we asked TD Ameritrade Institutional's Skip Schweiss to provide his thoughts on the Labor Department's fiduciary rulemaking efforts. He has a very simple response to brokers...
As part of our #FiduciaryFriday series this month, we asked Ron Rhoades to provide his thoughts on where the Labor Department's fiduciary rulemaking efforts stand. But Rhoades envisions a dark future for the industry if...
