Nov 25, 2019
Finally, your financial planner career path is starting to take off. The beginning of a financial planning career is a lot like being in the Hunger Games. The difference is that we volunteer for this journey. Younger advisors often love the craft of financial planning but they soon discover that they signed up for a...
Nov 11, 2019
Are you worried about the trend toward free trading fees among custodians? It seems that custodians are in a race to the bottom. Many have now cust the costs of their transactions to zero. That’s great from the clients’ perspective, but what does that mean for you and me? How will the custodians make their money?...