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.
A Different Approach to Car Sales: The One-Person Contact, Fixed Prices and Tech Luxury car dealers are trying to overcome the car salesman stigma with a bit of technology and a more personal approach.
Recommending the Right Health Savings Accounts to Clients Some health savings accounts are better for current medical expenses while others are preferable for investing for medical bills in retirement.
How Broker-Dealers Can Help RIAs in DOL Rule World Many in the wealth management industry have been focused on how advice practices are affected by regulatory changes
How Advisors Can Roll With The DOL Rule Assessing how the rule effects the advice practice is the first step.
Betterment’s CEO Concerned DOL Will Scale Back Fiduciary Rule Removing one particular provision would deprive the rule of enforcement power, Jon Stein says.
