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 2010, the Foreign Account Tax Compliance Act (FATCA) was quietly passed by way of insertion into a jobs bill. Four years later, the law is now loudly going into full effect while wreaking havoc on financial institutions and expatriates...
Buyers and sellers of businesses sometimes become fixated on the final price. However, the way that price is paid may be more important than the actual number. It's rare that a business is completely paid for in cash. That means the rest of...
The emergence of so-called “robo-advisors” – online platforms that provide investors with analytical tools for creating their own financial plans and investment portfolios – has been creating a ripple of concern within the...
For every fast-food television commercial featuring a supermodel eating a cheeseburger, on the back-end of that production is an army of analysts pouring over data. That’s because every bit as important as the actual creation of the...