Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor Read more…
As the liberal-vs-conservative politcal divide continues to widen, Fortune’s Allen Sloan has a great little article on the circular debates around our America’s biggest fiscal challenges. Reminds me of Jonathon Haidt’s sage TED Talk about Read more…
Carl Richards is someone I admire – someone who has brought wise behavioural coaching to individual investors under the guise of money management. His latest article in the New York Times belittles technical indicators a Read more…
Way back before ETFs were cool, State Street launched the definitive S&P 500 Index-based ETF, which they named the SPDR S&P 500, from Standard & Poor’s Depositary Receipts. Unless you’re a trader (even if?), you Read more…
Ok, there’s no problem with fee-for-service advisors. It’s kind of noble, a journeyman’s approach to the business. And it’s the right fit… for a minority of clients. The real issue is that there is a Read more…
It seems to me that the corporate use of social media – with some fantastic viral exceptions – has set itself up for a disappointing implosion. What began as a low-cost, low-effort, humanized way to Read more…
Dan Pink’s latest book – to Sell is Human – has a chapter on the elevator pitch, and particularly on 6 new and emerging forms of it. Which would actually work for retail investing clients Read more…
Horrifying – if predictable – evidence for many of us… wine ‘experts’ aren’t worth much: http://bit.ly/13HYoMF I’m pretty sure Nassim Nicholas Taleb suggests in the Black Swan that stock-picking portfolio managers are among the careers where Read more…
Another surface-level article on a very deep topic - gender in investor psychology:http://bit.ly/XPA45H While surely an oversimplification, marketers should still be mindful of the gender gap: "Men measure success in terms of beating a benchmark o...
There are a hundred good reasons why so much of the retail investor market has turned overwhelmingly to ETFs and index funds, eschewing managed mutual funds and old-fashioned stock-picking. Statistically, there is a lot of evidence that it's the '...