Articles tagged "Brooke Southall"


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RIABiz turns seven, with a central new 'problem'

With our inauspicious 2009 start year long gone, we see the chance to achieve a bigger destiny as RIAs rise and legacy publications embrace pay-for-play content models

August 10, 2016 — 7:18 PM UTC

DOL rule still has feet tangled in the struggle to define difference between 'suitability' and 'fiduciary'

Fiduciares keep flunking a definition of useful accountability and the giant brokerage lobby keeps exploiting its 'F'

June 27, 2016 — 6:26 PM UTC

Three ways RIAs can reassure clients when they're feeling none-too-assured themselves

The objective isn't to cure the disease but to treat the myriad of symptoms being experienced until healing can occur

January 22, 2016 — 12:23 AM UTC

RIABiz turns six, with plans to keep riding an ever-swelling RIA wave

The Mill Valley, Calif.-based website strives for a new journalistic model, based on old-fashioned values, to cover an advice industry going through a parallel set of changes

August 7, 2015 — 4:56 PM UTC

Frozen toes in Maine make a welcome change from California's rains

Remmie the labradoodle and a new angel atop the tannenbaum mark their first Christmas at the Southall 'up nawth' homestead

December 23, 2014 — 2:39 AM UTC

How the new RIA competition is akin to the cup-holder dilemma for automakers

Many robo-innovations are superficial but are nonetheless looked for by investors as a sign of substance

September 18, 2014 — 6:18 PM UTC

RIABiz gets some intense third-party feedback loaded with affirmations and a few wake-up calls

A Huffington Post column and our first-ever survey help define just what a pure online publication for RIAs should look like

June 23, 2014 — 4:29 AM UTC

Why I find the term 'robo-advisor' objectionable and unhelpful

In the end, all good advisors will likely be both bionic and biological and terms of art creating a false distinction are unhelpful

April 1, 2014 — 4:14 AM UTC

What the RIA Hippocratic oath would look like -- in plain English

As advisors we Do the Right Thing naturally -- don't we? Thinking through what it means to be a truly trusted go-to money M.D.

January 6, 2014 — 2:52 AM UTC

How a Twitter 'storm' extended the MarketCounsel Summit from hundreds to thousands of people and showcased the potential of tweets

A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether

January 3, 2014 — 5:49 AM UTC