MarketWatch  5 hrs ago  Comment 
Today, Kirk Francis counsels colleagues to treat their disaster recovery plan as a serious exercise rather than an annoying bureaucratic requirement.
MarketWatch  Aug 18  Comment 
They need to provide speed along with service, and demonstrate value in every interaction.
MarketWatch  Aug 15  Comment 
Here are a few tools to help your help clients get past some of the standard pitfalls around saving.
MarketWatch  Aug 11  Comment 
Sarah Carlson wants to make sure her clients are prepared for the absolute worst.
MarketWatch  Aug 7  Comment 
If advisers routinely offer clients products that don’t serve them well, they’re failing those clients even if they don’t notice.
MarketWatch  Aug 4  Comment 
The financial planning industry is desperately seeking new talent that will replace retiring advisers, keeping clients served and businesses running.
MarketWatch  Aug 2  Comment 
The adviser’s “duty of care” is concerned with fiduciary advisers’ competence and commitment to thoughtful advice.
MarketWatch  Jul 31  Comment 
The riskiest investing newsletters have regularly produced some of the very worst returns. Thankfully, there’s another way.
MarketWatch  Jul 28  Comment 
For financial advisers, trust is a critical strategic asset.
Forbes  Jul 27  Comment 
On the occasion of the 2017 Cannes Lions festival, I spoke with Jason Fairchild, Co-Founder and Chief Revenue Officer of OpenX about the founding of his company, the state of the adtech business and his personal journey.



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