solutions that work

By now you may have seen or heard about the Peloton ad, “Grace in Boston,” which went viral. If you haven’t, a simple Google search will get you up to date. A loving husband surprises his already fit-looking wife with a Peloton bike for Christmas. She documents her yearlong workout journey, then thanks her husband by sharing

A great American tradition is to give back whether one donates time or money. After kicking off the holiday gift season with Black Friday and Cyber Monday, many individuals and families celebrate the chance to give back on Giving Tuesday. This is a great opportunity to engage with clients, since December 31st is their last chance

It appears that the train might be finally leaving the station for “non-transparent” ETFs, ETFs that combine active management with ETF trading liquidity, but without the same transparency regarding underlying holdings. Last week the SEC gave preliminary approval of applications for “non-transparent” or semi-transparent strategies from fund giants T. Rowe Price, Fidelity, and Natixis as

Yep, it’s that time of year again. Starbucks has released its eagerly anticipated (at least by some) series of holiday themed cups, along with a lineup of holiday drinks, such as Peppermint Mocha and Caramel Brulée. Since 1997, Starbucks has released a series of holiday cups, with varying degrees of controversy attached to them. Some were too Christmas

As you drove into work today, Election Day, perhaps you paid special attention to all the lawn signs along the way. Or maybe you didn’t—which wouldn’t be surprising. When there are seas of signs (let’s call them marketing messages), all congregating in one spot, it’s hard for us to decide which are worthy of our

A recent survey conducted by EY revealed that about one-third of high-net-worth clients are considering switching advisors over the next three years. Many are looking for greater value and some are questioning whether fees based on assets under management are fair. High-net-worth clients often work with multiple providers to meet different needs, so they can

Last month, Interactive Brokers Group, Inc., announced the October launch of IBKR Lite, a new offering that would provide commission-free trades on U.S. exchange-listed stocks and exchange traded funds (ETFs). Not to be outdone, three days later, Charles Schwab, the largest publicly traded online broker, followed suit similarly eliminating all commissions on online stock trades. Later the same day TD Ameritrade

Client experience. Relationship building. Client-centric service—all standard in wealth management. You work hard every day, and sometimes into the night, to give your clients what they want and need. No doubt you communicate through email and possibly texting. These are great methods for client communication, but when was the last time you sent a handwritten