It’s not you, it’s me. When one relationship ends…
Feeling a tad melancholy. Last week’s rain bought with it some unhappy news, as the CEO of a long-standing client informed us that he’s planning…
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The more things change…
It wasn’t that long ago that our industry was struggling with too many clients, not enough advisers and a perceived mis-match between fees and value.…
The advice business is all about helping people
On any given day, in the media or at any industry conference /gathering, it’s a fairly good bet that technology (AI anyone?) will be figuring…
Efficiency isn’t just about tech
We’ve been pleased to be able to work this year with Iress through their innovative Advisely initiative, which has one of its main objectives to…
You’re worth your fees, right?
According to our latest data, the average fee being charged to advice clients today is $3,852; to be certain, this is simply the average being…
“Here’s how we do things around here and why” (onboarding a new employee)
You don’t need us to tell you how important your people are. So we won’t, other than to say… they represent the biggest and most…