Client Portals In AdvisorVault
The main components of a powerful new client portal for financial professionals is now live on production servers. It’s integrated with: MoneyGuide Pro Advent Axys Advent APX AssetBook Schwab PortfolioCen... more »
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Bruce Schneider
Many of us walk around feeling like we have limited choices in many aspects of our lives. Take notice of how many times a day you say the words have to, should, and need to. Whenever you feel like you must do som... more »

Biased? Who, Me?
Yes, you! In the February Harvard Business Review, Campbell, et. al. wrote an article entitled, "Why Good Leaders Make Bad Decisions." Their premise is that we are all set up (neurologically - we just can't ... more »

Instrument Flying
Instrument Flying Back in flight school, my instructor told me “Your body will lie to you…don’t trust it!” When you think you’re flying straight and level…you could actually... more »

Good Fences, Good Neighbors, Sad Story
What’s the appropriate way to thank a neighbor you just met who spends two long days helping you build a fence and who won’t accept any payment?  That was my quandary. Bob and Mary Lane have a bea... more »
Translating Good Ideas Into Action
By Spenser Segal, ActiFi CEO I was at the FPA Business Solutions conference last month and thought that it was an excellent conference. There were many informative speakers who shared some very practic... more »

Twitter Speak
Congrats to Andy Gluck for launching the “Financial Crisis Webinar Series,” featuring recognized pros presenting valuable insights and information in a real-time platform. I’ve found them all helpful, but ... more »

You cannot produce this level of invitation and safety for your clients to tell their stories unless you regard them as your thinking equal. As the professional mind, you are not the superior mind. Your clien... more »