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.
Analyst: Bitcoin is Unworkable as Part of a Portfolio A Bernstein analyst warns against being drawn into bitcoin by the fear of missing out.
Digital Bonds Platform Launched for Independent Advisors A startup has launched a cloud based application that allows advisors to find, compare and evaluate municipal bonds.
Effective Uses of Social Media for Marketing There are some ways advisors can avoid common pitfalls in social media marketing strategies.
The “Glassdoor Effect” Gains Prominence in 2018 as Employees Vent on Social Media Candid employee feedback on third-party sites is becoming increasingly important in an age when people are speaking out against company problems.
Take a Family Trip to Europe Without Breaking the Bank A fun, educational family trip to Europe can be very expensive — but there are ways to keep costs down.
