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.
Financial Advisors Need to Stay Vigilant on Advance Care Planning Financial advisors may need to take extra precautions with their clients when it comes to advance care planning.
An Image of Affluence Could Push Clients Away Once, affluence was associated with good advice, but changing social trends means this image could now put clients off.
As Amazon Looks Toward Finance, Advisors Must Rethink What They Offer Amazon is moving into finance, and while they may not be offering wealth management, advisors should still be aware of potential future challenges.
Advisors Need to Guide Clients on Not Going All-In with Cryptocurrencies Cryptocurrencies will certainly play a role in the future — there’s no predicting when this will happen nor which cryptocurrency will dominate.
How Advisors Can Use Virtual Marketing Strategies Virtual marketing strategies should assume that what investors see online will impact which advisors they talk to and pick as their own.
