Monthly Archives: March 2012

7 Financial Advisory Blogs that Rock

Posted by: Dharminder on March 27, 2012 at 11:42 pm

Blogging is finally coming of age for financial advisors. It used to be that blogging was optional – advisors could do it or not, and if not...hassles with compliance were always a handy excuse. As more and more financial services companies find a way to work within compliance issues,.

2 Outta 12 – Still Pretty Sweet

Posted by: David B. Armstrong, CFA on March 26, 2012 at 5:50 pm

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Today’s blog will be a little short since I’m just returning from the Barron’s Top Independent Advisor Conference where I was honored to be a panel speaker on Friday morning. This was my 4^th Barron’s conference.

“Client Last” Advice – The New York Times OpEd That Scorched The Industry

Posted by: The Monument Wealth Management Team on March 22, 2012 at 5:34 pm

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The following is a piece by Bob Veres (disclosure – slightly edited for compliance purposes, we just can’t go around posting anything we want these days…) that we thought was worth sharing. It illustrates what’s wrong with a big component of our industry – the big firms. It.

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