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.
Using Portfolio Presentation Tools to Differentiate from the Robos Financial advisors increasingly have to demonstrate to prospects what sets them apart from robo-advisors.
Calling Out Weinstein-Like Behavior in Wealth Management Financial advice firms can do a lot to prevent sexual harassment in the workplace.
TAMP Firm Attracts Former TD Ameritrade Execs Three former TD Ameritrade executives are joining Fusion Capital Management, a technology and turnkey asset management platform.
Are New Robos Using Dubious Comparisons to Lure Clients? New robo-advice platforms such as Ellevest seem to be suffering from the same marketing pitfalls as their traditional counterparts.
The Fintech Revolution Isn’t Over — It’s Been Co-Opted by Incumbents Established financial firms are getting in on the game of innovation in fintech.
