Make These Dog Days Different

We’re heading into “The Dog Days of Summer” so called because the constellation Canis Major (‘The Greater Dog’) dominates the sky. Historically the “Dog Days” are a time to take things easy, like dogs tend to do in the heat.

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Do Not Go Gentle Into That Good Night

You might remember that first line from Dylan Thomas’ most famous poem from high school English class or in the movie Interstellar.  It rose up this week in a discussion about an advisor with an increasingly common challenge. One that

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If You Squint You Can See The Silver Lining

A quote from David Canter (head of Fidelity Institutional’s RIA segment) in a recent AdvisorHub story, brought up an odd upside to the stay-at-home orders impacting  the country.   Advisors looking to move broker-dealers might want to consider it when

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Will Advisors Follow This National Trend?

Several news reports in the past few weeks have called attention to a growing trend.  One destined to impact the world of financial advisors.   As the pandemic swept the country, forcing many  to work from home or to simply stay-at-home

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Impact of Coronacrash on Advisor Moves

A question we’ve heard a lot lately  is “are people really transitioning right now?”   While the  Pandemic shut down everything from schools and restaurants to sporting events and travel these past few months, one thing it didn’t slow was

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Steal This (Seminar) Idea

In 1996, Bill Gates famously announced “Content is King”, and the current pandemic has pushed that axiom to its limits, with quarantine driving spikes in internet usage and families looking for anything to watch now that they’ve reached the end

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