AssetMark: The Independent Advisor's Blind Spot
Independence is great but it can be too much of a good thing if it means refusing to recognize that even lone wolves need a little help now and then.
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CPAlliance: This Isn't The 1970s, Don't Let Inflation Spook You
Despite all of the talk about a deteriorating dollar, the capital markets show few signs that significant inflation is imminent. This is transitory.
3D/L: Summer Vacation, Student Loans, Soft Sentiment
It would be tempting fate to call these the quiet summer doldrums but it certainly feels that way. August is generally sluggish, except when it isn't.
Envestnet Launches Modular Planning System For Advisors
With My Plan Builder, the firm simplified the process of getting advisor clients started with engaging and easily digestible planning "blocks."
Dynasty Adds Tech Firepower
Shirl Penney "excited" to invest in people and solutions that can help network RIAs build better businesses while maintaining UHNW client loyalty.
Sowell: What Is Bitcoin Anyway?
It isn't a stock even though people hope its return profile will resemble equity performance. It isn't a currency or a commodity. Is it naked FOMO?
Gemmer Asset Management: The Very Model of a Do-It-Yourself TAMP
Gemmer isn’t trying to compete with the giants of the industry or conquer the world. Instead, they’re focused on working with advisors just like them.
