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.
Advisors Should be Wary of CRM Recommendations by Custodians Advisors shouldn’t always rely on recommendations from their custodians of customer relationship management programs.
Robos Aren’t Fiduciaries, Critic Maintains Robo-advisors still fall far short of meeting the fiduciary standard, according to one industry-funded critic.
Yellen, Warsh Have Best Odds of Being the Next Fed Chair The field of candidates to lead the Federal Reserve is wide open, and a surprise nomination from Trump is also possible.
Disaster Planning for Financial Advisors The hurricanes that have devastated the U.S. and the Caribbean should remind financial advisors about the importance of disaster recovery planning.
How to Serve the Gig Economy Workforce Financial advisors have a unique opportunity to tap into a growing niche of clients among gig economy workers.
