David Edwards quoted in a recent article on Diversity (or lack thereof) in the Wealth Advisor profession.Read More
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The holidays can be a difficult time to be divorced. Most of us are accustomed to celebrating as a couple or family. It may be especially challenging if you are a parent and this is your child’s year with “the other parent.”Read More
In the surest sign yet that Sallie Krawcheck wants to be an RIA, the former wirehouse executive has filed an ADV but not, she reports, before applying mascara and giving herself an 'aha’ slap on the foreheadRead More
Clients interpret that as an adviser not caring about them. It's just selling clients platitudes. What advisers can say, to a retired client, is that their monthly draw comes out of short-term government bonds, which rise in value during a crisis. In other words, we can coast for a year with uncertain stock prices.Read More