News, Vision & Voice for the Advisory Community


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

Friday, December 2, 2011 – 7:46 AM by Steve Garmhausen
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Dan Goldie: They already know the investment approach before we even talk.

Mentioned in this article:

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts

Elmer Rich III

Elmer Rich III

December 4, 2011 — 5:39 PM

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?

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