Ben Lee Contributor Mr. Lee hails from Houston by way of Shanxi. A longtime investment analyst and financial commentator before the 2008 crash, he has since concentrated on providing consultant services to clients in the securities and employer benefits industries.
Robo-Advisors Will Fail, and Firms Should Change Digital Tactics Robo-advisors will fail as they lack sustainable business models, branding opportunities and the ability to compete in a bear market.
Morgan Stanley Enters the Robo-advisor Market Morgan Stanley's new robo-advisor is set to compete with other firms in an attempt to retain younger clients, but it may not help their bottom line.
Focusing on Medical Professionals as a Financial Advisor For one advisor, the core values of the medical profession—being caring and highly responsible—fit with his beliefs.
How to Get Physicians as Financial Advice Clients Doctors are vert likely to look for professional financial advice — but they have certain criteria in choosing an advisor.
How Advisors Can Boost Value for Their UHNW Clients Advisors to the ultra-high-net-worth can boost value for their clients by paying attention to how billionaires’ attitudes toward wealth and investing.
