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Ten Years of Myths and Moving
Ten Years of Myths and Moving
Sep 08, 2014
In honor of this column’s 10-year anniversary, a look back at the myths about moving and how things have changed.
Five Things 'Breakaway' Advisors Should Look for in a Firm
Sep 05, 2014
According to the Cogent Reports (formerly Cogent Research) Advisor Migration Trends™ 2013 report, nearly a quarter (23 percent) of all advisors are open to the idea of moving to a new firm. Of these advisors, those in bank and national...
The SEC Needs to Fix the Problem It Created
The SEC Needs to Fix the Problem It Created
Sep 04, 2014
The Securities and Exchange Commission could’ve fixed the problem around the fiduciary standard years ago. Even before Dodd-Frank, the SEC had the authority it needed under the Investment Advisers Act to say that brokers who wanted to act as...
Post-Vacation, Don’t Go for the Email Inbox
Post-Vacation, Don’t Go for the Email Inbox
Sep 03, 2014
After coming back from a vacation to Europe this week, I immediately tried to filter through the 1,500 or so emails that piled up in my inbox. But a recent Harvard Business Review blog post says that’s not how you should spend your time on...
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