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.
Include Philanthropy in a Financial Plan Philanthropy has become increasingly popular, with nearly half a trillion dollars being donated by wealthy patrons ...
How RIAs Should Review Their Technology Infrastructure RIAs should do thorough internal reviews of their back office technology infrastructure...
Simple Steps to Landing Online Leads Despite having the tools to generate new leads and grow their business, many advisors won’t use them...
Human Advisors Still Prefered to Robos, Study Finds Despite being comfortable getting financial ad...
