Or, how to help clients ensure their money serves them and not the other way around.
Three quotes that have impacted the United Capital CEO and are particularly useful in regard to financial choices we all make.
In the midst of one of the most disruptive periods in the history of the industry, embracing change is key
The advice industry spends a fortune trying to build better, cheaper mousetraps to allow consumers to invest efficiently but the impact is not important in the context of most people's lives.
The proposed fiduciary standard will have the biggest impact since the deregulation of the securities industry a few decades ago.
Just as the 2000 tech bubble collapse did not end the expansion of online travel sites, a bear market will not kill the digital-adviser revolution.
Digitization of our industry is not a choice. What is a choice is whether you are empowered by it or you are consumed by it.
When any industry goes through major disruption, like the financial business today, there are four strategies you can follow to avoid extinction. Here's how and when to use each.
The United Capital chief recounts the lessons he's learned from running with the bulls in Pamplona over the past four decades.
Greece shows how bad decisions can add up to create a nightmare.
