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.
How Advisors Can Stay Relevant in an AI World Nearly all large advisory firms have some sort of artificial intelligence user interface, but these client-facing systems can cause stress
Using Tech to Teach Children Charitability Teaching children to be charitable can be challenging, but there is now a range of allowance and chore-management apps that...
Wealthfront and Hedgeable Charged by the SEC The Securities and Exchange Commission filed charges against Wealthfront and the now-defunct Hedgeable that included accusations of false performance
Harnessing the Power of Social Media for Advice Practices Financial advice firms can use social media to build the brand and reputation and better tailor services to their clients.
Who Has to Start Taking Withdrawals from Retirement Accounts Many Americans required to take minimum retirement account distributions will have to do so by Dec. 29.
