solutions that work

Standing out in a positive way in the world of wealth and asset management isn’t easy. We take it as a given that standing out in a bad way is not a goal any manager is pursuing, but with increased commoditization, market volatility and other challenges, it may seem that positive differentiation is like finding

Source: THE GAME: Harvard, Yale, and America in 1968, by George Howe Colt, Scribner, 2018 This past month marks 50 years since Harvard beat Yale 29-29 in an epic football battle of unbeatens. For Harvard, it’s a celebratory anniversary. For Yale- well, never mind. Yale was heavily favored, with one of the best offenses the

“But words are things, and a small drop of ink, Falling like dew, upon a thought, produces That which makes thousands, perhaps millions, think” -Lord Byron Once again, it’s that time of year when dictionaries begin to publish their “word of the year” (WOTY). For almost 30 years, different publications or groups have been publishing a

As you know, the “first” Thanksgiving was a celebration between Pilgrims and Native Americans in 1621. The Pilgrims had a lot to celebrate, after all, they were the Mayflower passengers who lived through a 66-day trip, disease, scurvy, starvation and malnutrition. Had it not been for the Native Americans…well you know the rest of the

It was on October 31, 2008, that an individual or group of people, writing under the name Satoshi Nakamoto, published what seemed to be a relatively modest, eight-page paper titled “Bitcoin: A Peer-to-Peer Electronic Cash System.” The paper briefly discusses the drawbacks of payment systems that rely on third parties (financial institutions) to process payments, then

Last month Fidelity announced the opening of its Wealthscape Integration Xchange. The Xchange is an open market “digital store” designed to make it easy for Fidelity’s clearing and custody clients to assemble the best technology solutions for their practices. The Xchange leverages Fidelity’s integrations with over 100 third-party technology vendors. These include such well-known providers

With competition heating up, wealth advisors, more than ever, are challenged to justify their fees. When times are good, clients may attribute it to market momentum, not the advice they’re getting. When markets turn, an advisor’s fee is more visible and may be questioned, particularly if there is a loss. Recognizing this as a persistent

Recently, there has been an interesting uptick in the return of nostalgia brands. This was brought home by the announcement in late August of the return of the iconic FAO Schwarz toy store brand. FAO Schwarz, which closed in 2015 and was owned by the now defunct Toys “R” Us, was acquired by ThreeSixtyGroup Inc.,