The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
Uber just got banned in Brazil’s second-biggest city
Rio de Janeiro has passed a bill fining drivers for using Uber.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Prosper Resurgent: The Original Marketplace Lender Experiencing Exponential Growth
Marketplace lending is booming. Just this week, Avant raised $325 million and SoFi raised a staggering $1 billion. All of this money is being used to fund a new generation of digital lenders, who, according to McKinsey, have the potential to threaten u…
Advisors: Embrace the Winners … and Losers
Help clients understand that temporary losers in a volatile market are just that: temporary.
Nervous Clients? Handle With Care
When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Bearish U.S. Oil Trends Drag On
Syria: “Not a Proxy War. It’s One Step Closer”
Russia started bombing jihadi bases in Syria today.
Given that the the U.S. and its allies are largely responsible for creating ISIS, and that U.S., Turkey and Israel have all been acting as ISIS’ air force – they are not taking too kindly …
Hedge Fund Manager Paul Marshall Strives to Make a Difference
Marshall, who donated £30 million to the London School of Economics, recently sold a minority stake in his hedge fund firm to KKR.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Why Most Extremely Successful Financial Advisors Leave Small Fortunes On The Table
Most financial advisors earning millions of dollars annually, managing a billion dollars or more, working with the ultra-wealthy are leaving small fortunes (sometime large fortunes on the table. With their primary focus on money management, coupled wit…
Barrick Is Adjusting To Low Gold Prices
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
ONe PaiN IN THe ISIS…
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
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Bogleheads Latest Posts
- Re: Can I Successfully Retire ? October 5, 2022You likely are good to go, however. Do consider your retirement expenses. Likely your medicare/insurance costs will go up although you may be a candidate for a low cost advantage account. You will owe a couple thousand a year in federal income taxes. Don't know about NY taxes. Withdrawals from your IRA to supplement expenditures […]Carl53
- Re: Ways to lower electricity costs? October 5, 2022enad wrote: ↑Wed Oct 05, 2022 11:48 am We have electric stove-top and oven but will replace them with natural gas units when we remodel the kitchen Can I suggest you don't do that? The savings shouldn't be huge. Unless you do a whole heck of a lot of cooking. "Waste" heat energy from your […]Valuethinker
- Re: Trust or Don’t trust the keys to the kingdom into a password manager October 5, 2022basicbrewing wrote: ↑Wed Oct 05, 2022 1:34 pm mongstradamus wrote: ↑Tue Oct 04, 2022 1:42 pm Wasn’t lastpass bought semi recently by logmein guess it wasn’t that recent was seven years ago. If you don’t trust any of these cloud companies than going with keeppass or something similar that can be used locally may be […]mongstradamus
- Re: Vanguard website succumbs to "Fisher-Price" UI design October 5, 2022HanSolo wrote: ↑Fri Jan 28, 2022 12:50 am I guess it had to happen sooner or later. I just logged in to my Vanguard account, only to find that the usual "Balances and Holdings" page is no longer there. It has been replaced with a "Holdings" page that is a redesign according to Fisher-Price UI […]Think
- Re: How to get out of Merrill Lynch brokerage advisory account? October 5, 2022mkc wrote: ↑Wed Oct 05, 2022 4:43 pm financial.freedom wrote: ↑Wed Oct 05, 2022 3:14 pm dbr wrote: ↑Wed Oct 05, 2022 1:48 pm According to this statement: Reduction of the Maximum Merrill Lynch Fee Rate. The Merrill Lynch Fee Rate that applies to your Account when you are working with an Advisor is the […]dbr