Accumulating evidence suggests that the old financial planning industry (OldCo) is entering its death phase. Effects on advisers and their business plans will be profound. There is no single emerging trend, no single piece of legislation. Just a mounting pile of...
Do you think about the wage of the barista when you buy your favourite coffee? Ok, neither do I. But, think about it for a second. Do you expect the wage for your favourite barista to be somehow reflected in the price of your coffee? For that matter, do you expect the...
As I write this, the Dow Jones Industrial Average is bumping up against a new record high. It looks like another good Christmas for investment advisers. What has happened to our industry since the last Dow Jones record in January 2000? Obviously the world has changed...