Investment advice is a great business. It has a business model with fat profit margins and a sticky, recurring revenue stream. And the beauty part is that most of the clients have no ...
by Erik Conley
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by Erik Conley
Investment advice is a great business. It has a business model with fat profit margins and a sticky, recurring revenue stream. And the beauty part is that most of the clients have no ...
by Erik Conley
“If you don’t know who you are, the stock market is an expensive place to find out.” – Adam Smith, The Money Game Soft Skills vs. Hard Skills My first mentor in the ...
by Erik Conley
Capital markets everywhere continue to struggle with growth-killing headwinds. You know, the usual suspects — China, commodities, energy, junk bonds — all showing persistent weakness. Negative interest rates on government bonds in some ...
by Erik Conley
Truth vs. Spin (or what’s real and what’s just for sale this week) Truth is essential in investing.  Truth is the opposite of spin. Spin is bending the facts to fit a ...
by Erik Conley
A new study from University of Chicago and University of Minnesota reveals that at some firms, as many as 20% of financial advisers on staff have been disciplined for misconduct. “It’s everywhere, not ...
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