Financial and investment commentary and columns.
Abby Salameh is the Chief Marketing Officer for the Fusion Advisor Network.
Patricia Angus is the founder and CEO of Angus Advisory Group LLC.
Mindy Diamond is president of Diamond Consultants, of Chester, N.J.
Lynn O'Shaughnessy is a college consultant, author and speaker.
Attorney Gregory Monday is a shareholder in the law firm Reinhart Boerner Van Deuren.
ETF Liquidation Watch
Michael Martin is a Managing Director at ETF Global and the Head of ETFG University.
Fix My Business
Anne Field's areas of specialty include small business and management.
Kevin McKinley CFP is Principal/owner of McKinley Money LLC.
The Inner Game
Matt Oechsli is author of Building a Successful 21st Centure Financial Practice.
Inside the Litigation Lion
An inside view of trends in SEC/FINRA regulatory and compliance issues.
Mr. Lewitt has spent the last 25 years in the securities industry and the last 20 years in the investment business.
The Legal Rep.
Patrick Mahoney is an attorney based out of Manhattan Beach, California.
The Marketing Pathway
Pat McClain is a senior partner and founding principal of Hanson McClain Advisors in Sacramento, Calif.
The Market's Meaure
An easy-to-follow metric signals ongoing market strength.
Notes on Retirement
Mark Miller is a journalist and author who writes about trends in retirement and aging.
Philathropy Tax e-Letter
A unique take on current issues in the fascinating worlds of philanthropy, tax and estate planning.
The Positive Story Project
Hartley Goldstone, J.D., MBA, delights in being surprised by profound questions.
The Social Media Advisor
Kevin Nichols is the Director of Coaching for The Oechsli Institute.
Dr. Daniel Crosby is a behavioral finance expert.
Richard Keary is the Founder/Principal of Global ETF Advisors LLC.
Reviews of new technologies relevant to wealthmanagement professionals.
Stay up to date on advisor regulatory requirements, practice management and best practices.
The Wealth Consigliere
Jeff Spears is Founder and CEO of Sanctuary Wealth Services.
Issues in Retirement Planning
Michael J. Jones is partner at Thompson Jones LLP.
Most Recent Commentary and Columns
In this exclusive WealthManagement.com series, Eric Clarke, CEO of Orion Advisor Services, hears firsthand how some advisors are re-prioritizing performance reporting in unique ways that empower clients to take control of their investments. For...
This is a quick note to thank all of the attendees who came out for our WealthManagement.com Industry Awards program in late September.
The awards seek to recognize firms with specific initiatives that help financial advisors better serve thei...
As a nuclear scientist and professor of physics at Yale, my father used to stand in front of his undergraduate classroom holding a skull-crushingly heavy metal ball attached by a cable to the ceiling of the lecture hall. He’d let it swing...
Eric Clarke, CEO of Orion Advisor Services, believes that financial advisors are doing a disservice to their clients by missing out on a critical opportunity to demonstrate value. How? By avoiding the “performance talk.”