Dan Goldie tells how his NY Times bestselling book has changed his practice, and how his co-author affected his life
The ex-tennis pro now has windfall prospects but still structures his RIA firm so he can spend all his time with clients
Fidelity lands RIA whisperer from Schwab in a coup, apparently using quality-of-life perks as lure
Kelly Smith chose the Boston rival for greater flexibility, better pay and a chance to move upmarket to sell family office services to RIAs that mix with the ultra-high-net-worth elite.
February 10, 2023 at 3:39 AM
RIA recap: Bernie Clark promises to 'be there' for coming TDA-Schwab system snafus; Fidelity gets custody win; Vanguard dishes out big tax bill to investors
Schwab RIA chief petitions for 'patience' for coming merger inconveniences but 'repapering' is no culprit; Carrie Pomerantz gets Schwab board seat; Addepar wins $65 billion AUM contract.
November 3, 2022 at 1:59 AM
Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts
Elmer Rich III
Here’s are question with all popular business books — where is the independent, peer-reviewed, scientific evidence that any of the recommendations, ideas and tips will work for any one else?
If we all all embracing fiduciary standards wouldn’t:
- Any advice need to have a sound evidence/fact/data basis — like medical or legal advice?
- Any material benefits and interests need to be fully disclosed?