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Archive for March, 2016

  • Is Your Advisor Riding the Money Train?

    By on March 31, 2016

    Technology has transformed virtually every industry, forcing businesses to be more innovative, change their pricing models and deliver a…

  • Market Predictions and Other Nonsense

    By on March 24, 2016

    It’s March—and right on cue, supposed financial gurus are churning out market predictions and hot investing tips for the…

  • The Folly of Performance Chasing

    By on March 17, 2016

    Every big-city commuter knows the feeling: The cars ahead of you haven’t budged in ages, but the lane to…

  • Are You Overpaying Your Financial Advisor?

    By on March 10, 2016

    It wasn’t that long ago that stockbrokers could earn significant commissions—upwards of $100 per trade—by talking their customers into…

  • What Makes AdvicePeriod Different?

    By on March 3, 2016

    The results are in: When it comes to financial services, consumers are looking for companies that put their interests…