The Future of Our Work– Remote or Not

The Future of Our Work– Remote or Not

Some good things that come from being at home due to COVID-19, like reconnecting with family and reorganizing our living spaces. But there are also new stresses as adjustments to combine work life and home life into one happen. The future of remote work is here to...
Feeling “Compressed” by Your Clearing House?

Feeling “Compressed” by Your Clearing House?

Do you feel like you’re being squeezed…or perhaps taken over? You would not be alone. Intense M&A activity, commission compression and price wars are disrupting our industry. The wealth management industry is being redesigned and redefined. The changes are...
Advisors Need to Practice ‘Self-love,’ Especially Now

Advisors Need to Practice ‘Self-love,’ Especially Now

Self-love is defined as “the state of appreciating oneself that grows from actions supporting our physical, psychological and spiritual health.” Now and for the foreseeable future, advisors are doing double duty dealing with their client’s stress and their...