Added on March 2016 in Other Ideas
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Summary: In his book “The Hard Thing About Hard Things,” Silicon Valley entrepreneur Ben Horowitz discusses the hardest things about building and running a business. One of those “hard things” is that as the CEO or founder of a business, you know things that no one else knows, so you have a perspective that no one else has.
Added on March 2016 in Other Ideas
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Summary: January paper released by the Institute for the Fiduciary Standard detailed regulatory and fiduciary issues on the table in 2016: the Department of Labor's fiduciary rules for IRA advisors; the Securities and Exchange Commission's fiduciary standard for brokers; the CFP Board's announced review of its best interest standard for financial planners; and the Institute's own “Best Practices for Fiduciary Financial
Added on February 2016 in Other Ideas
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Summary: Advisors are facing new challenges, whether they are harnessing the power of technology, confronting the prevailing downward pressure on fees, managing the impact of demographic shifts, or mastering a fast-moving market. What has worked in the past may not necessarily work in the future. But for those who can evolve with the industry, there will be greater opportunities ahead.
Added on February 2016 in Other Ideas
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Summary: Marc Freedman, chief executive of Freedman Financial in Peabody, Mass., got his start in radio in 2012. He paid $2,000 a week to host an hour-long, live call-in show every Sunday at 4 p.m. on a major talk-radio station in Boston, 96.9 FM. As part of his arrangement, he got a producer and a series of promotional ads over the course of the week.
Added on February 2016 in Other Ideas
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Summary: Pershing announced it is adding NextCapital to a stable of digital solutions that it is providing custody for including Motif Investing and Personal Capital.
