I want to send you over to Eric Newman’s shredding of a popular closed-end fund, which purportedly offers a 20%-plus yield to investors so that you can learn about one of the worst conventions of the investment biz. Eric is the CIO and partner of TFS Capital. As rates rise (if they rise?) a lot…

“So in my training period I adopted the same biases…”

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I think there are three big ideas in the wealth management industry that will never change. There may be others, but to me, these are the big three. 1. Financial advice is the only business where you are better off giving customers what they need versus what they want.  Other businesses cannot afford to follow…

Everything you need to know

Didn’t want you miss these.

I am told by Morningstar’s Tricia Rothschild that we’ll be speaking in front of more than 2000 people

INBOX: Josh, Just wanted to let you know that your podcast episode is live today! Thanks again SO much for joining in! You also have the great honor of being the first podcast guest where my editing team had to ask “Umm… do we need to bleep this guy’s language?” Thanks for keeping us on…

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