Russia Mailing

Top Producer Goes to Russia


This scary-looking package arrived from Russia this week. At first, I I had no idea what it was…


Thrillerfest Best First Sentence Winner 3


Last week I was chosen as one of the winners in Thrillerfest’s annual Best First Sentence Contest. Novel to follow: “Maybe you should put on your pants before you meet my husband.”

Robo Adviser

How “Robos” Can Know Their Clients


This column is about robo advisers. But let’s start with an ugly truth about the advisers, humans included, who are held by law to the fiduciary standard. They don’t always behave like fiduciaries—that is, always putting the client’s interest first—no matter what the regulations dictate. The trust department of a major bank, for example, manages money for a friend of […]


Tales From the Dark Side of Prospecting


Whatever happened to all the cowboy stockbrokers who relied on chutzpah and grit to lasso clients? Their stories made us laugh even as we cringed at the shameless antics.  Like Prospector Cat: Years ago, a broker drove to posh neighborhoods and released his cat to roam the streets. Its collar ID said, “Call this number if you find me.” Inevitably, […]

"Glittery thrillers about fiscal malfeasance... his own improbably sexy genre."
~ Janet Maslin, The New York Times