IBM and Banking? Should Financial Advisers and Wealth Managers Worry about Competition?


You walk into your local bank and expect to talk to a banker about some questions you have about your investments. To your surprise the banker is nowhere to be found. In his place is a large flat...

The 3 Pitfalls Likely To Derail Your Financial Resolutions


A couple of weeks ago, I suggested 14 possible financial New Year’s resolutions for 2014. Of course, the problem with New Year’s resolutions isn’t making them. It’s following through. One study...