Dealing with Meeting Fatigue

Dealing with Meeting Fatigue

An article headline from TechRepublic caught my attention: “Do you spend 30% of your week in meetings? Survey says many people do” Here are some stats from the survey: Mondays are the most popular day of week to schedule meetings Wednesdays have the...
Reaching the Next Generation of Investors

Reaching the Next Generation of Investors

As a growing number of investors switch from commission-based brokerage to fee-only RIAs, the market has responded in kind. FINRA data shows that the number of FINRA-registered broker-dealers fell by 17% in the past eight years, while SEC-registered RIAs have grown by...