Posts Tagged: Risk

The Presidential Wave: The People Have Spoken

The U.S. Presidential election turned a lot of heads worldwide. For the first time in modern history, the U.S. elected a commander in chief with no political experience, little of the support traditionally given to the candidate of a major party and none of the big money from business interests. This happening in the same…

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There’s A New Sheriff in Town

The world has changed in many ways, but the inflow of former brokers into adviser roles and the shift in perspective for our nation’s regulators are two things you’d best not ignore. Fines for bad actions are yesterday’s news; today, sanctions come with acknowledgment of guilt and potential for personal liability and loss. String ‘em…

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Man Versus Machine

Attack of the Killer Robo Advisers: Man Versus Machine Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. For financial advisers, the battle lines are being drawn right now. Over our entire careers computers have helped us elevate the services we provide…

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Another Shot Across the Bow: Flash Boys

There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. I believe the new Michael Lewis book, “Flash Boys,” falls into the latter camp. Lewis’ new book might be his most audacious, scary and infuriating work.…

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The Bottleneck

The Bottleneck: Overcoming the Success Paradox We meet with hundreds of financial services firms every year and routinely find that after 20 years of existence most of them have plateaued and now derive their growth from stock market performance and occasional referrals. Some are happily where they want to be, but more frequently, it has…

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