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.
Hiring the Unemployable: One Firm’s Dedication to Second Chances An infraction of any kind can often disqualify a broker from employment, but one firm is looking beyond checkered pasts and hiring...
Making the Most of Advisor Websites Most advisors use digital marketing, whether it is an email newsletter, blogs, lead forms or LinkedIn...
Shifting Advice Back Into the Hands of Humans Merrill Edge is piloting a program that will allow mass affluent clients from its Merrill Guided Investing platform...
Fintech Competition Reveals Cutting-Edge RIA Tech The TD Ameritrade Innovation Quest finalists have been announced and include an early warning system for leaving clients...
Requesting Referrals the Right Way Many financial advisors ask for referrals in a way that makes them look desperate, clichéd and often invasive
