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Apr 25, 2016, 10:22 AM
You may have noticed that the fiduciary standard for financial advisors has been in the news quite a bit lately.  The brokerage industry has lobbied hard in the U.S. Congress to fight legislation that would impose a fiduciary standard – the requirement of brokers to act in clients’ best interests.
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Feb 25, 2016, 12:55 PM
I took a little time away from the office last week to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too.
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Jun 22, 2015, 10:34 AM
Most of you know that I strongly believe in the importance of financial advisors working in the best interest of clients. When I started my own advisory practice more than a decade ago, I couldn’t imagine doing business any other way.