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Browse financial and investment advisor blogs and commentary.

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Rest Easy, Advisors—For Now
Aug 09, 2019
The big banks, independent robos and other digital CFO offerings have a long way to go. But they are coming for you.
Selling Alpha? Bad Move
Jul 01, 2011
Financial advisors like to peddle performance, and Talon Asset Management in Chicago is no exception. Senior Principal Terry Diamond says the practice, with about $1.1 billion in assets under management, has seen only three losing years over the...
The Problem with Recruiting Bonuses
Jun 17, 2011
The first thing you learn in Economics 101 is that “there is no such thing as a free lunch.” In other words, when you get something of value, you usually give up something of value. Hopefully the exchange is equal and you know what you...