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 Planning Coalition Urges Complementary Fiduciary Rules The Financial Planning Coalition calls for strong, complementary fiduciary rules from the DOL and SEC to better protect investors.
Latest Lawsuit by Morgan Stanley Reflects Company’s Post-Broker Protocol Stance Morgan Stanley is seeking damages and a restraining order in an attempt to block one of their former brokers from taking clients to his new RIA.
Blooom Doubled Its Assets to $2 Billion in Half a Year The firm previously reached the $1 billion mark a year faster then Betterment and Wealthfront.
More Robos Are on the Horizon as Schwab Tops in Performance In the two years leading up to 2017’s fourth quarter, Schwab was the best performing robo with a return of 27.7%.
Flying Privately is Cheaper and More Accessible than Ever Before Flying by private jet has become more accessible as companies offer lower fares by splitting the cost among several passengers.
