I was drinking coffee at my desk, reading the tape, and nosing around for reasons to delay my morning regimen of smile-and-dial. I had recently joined a big shop on Wall Street–it was the mid-'90s, the heyday of rollups, when lots of industries were being consolidated–and I regarded cold calling as the salt mines of wealth management.
April 29, 2013
Vonnegut: Ask Yourself, Who Owns You?
Goodbye, Thundering Herd. So long, Morgan Stanley and UBS . It was fun while it lasted. The best, most visionary advisers are taking clients from the big uglies of Wall Street and delivering them to the promised land of RIAs and better money management.
April 11, 2013
Vonnegut: Go Bag or Kool-Aid?
Every financial adviser faces a choice at some point in his or her wealth-management career. Do I build a portable business or do I embrace the firm's platform?
March 19, 2013
What Does the Gardner Breakthrough Mean?
Personally, I doubt the thirteen items that were taken on March 18, 1990 are on display in some wealthy collector's private gallery.
January 15, 2013
Kurt Vonnegut Memorial Library
The second anniversary of the Kurt Vonnegut Memorial Library is being held on Saturday, January 26 from noon until 8 pm. If you’re in Indianapolis that day, please drop by. I’m really excited about this event.
When the money talks I listen. And I write. I spent years on Wall Street dealing with the problems of wealth. As an author, I take readers on a thrilling ride through the wilds and what-if of big money... an irreverent look behind the scenes. More...
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May 9, 2013
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