Building a superb business that will withstand the tests of time, technology and innovation requires the same approach as building the Great Pyramid#growth
U.S. equity opportunities may lie outside the narrow group of stocks related to artificial intelligence, while equities in Europe, China and Japan #markets
For multi-asset income investors, adapting portfolios for equity defense, credit potential and duration exposure should be on the docket for 2024. #markets
Expand the definition of whom qualifies as an Investment Advice Fiduciary under ERISA, and clarify the standards set forth in PTE regulation. #advisors
If today were the last day of 2023, Bitcoin would have returned almost 155%, marking the best year since 2020, when it rose a phenomenal 305%. #Bitcoin
Emotional side of personal finance, emphasizing the importance of budgeting, not as a restriction, but as a way to plan for joyful and fulfilling. #money
The thing is that this all sounds great, but a company with digital as the core is nothing if it does not have data. Data is the asset. #advisors #data
The conflict may not be egregious or illegal, but even if it just rubs you the wrong way, it might be time to cut the client loose. #advisors #conflict
AI could well flourish and deliver a superior client experience. Advisors that are slow on this front may be left wondering what could have been. #advisors
