Kodak

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  Beware the App: Will Technology Replace Advisors?

  By Bill Miller  |  March 26, 2012

  “Don’t you think,” I asked the broker, “if you can reposition someone’s portfolio to match any given model with a couple of clicks, that eventually the technology will be available for your clients to do something similar?”

• Land of Milk and Money

  By Alexei Bayer  |  March 1, 2010

  In their recent book, Start-Up Nation, Dan Senor and Saul Singer argue that one of the main reasons Israel has had such success in starting...

• And They're Off!

  By Bill Good  |  October 1, 2008

  Are they horses or wholesalers? That was my first thought as I entered the hotel lobby for my broker-dealer's most recent national conference. The room...

• Thicker Than Water

  By Caren Chesler  |  May 1, 2008

  Shakespeare's King Lear was hardly the only father to bemoan the existence of a "thankless child." Consider the case of the client we'll call "Joe...