So, are we idiot-proof enough to prevent this from even being a serious possibility?

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Just want to take a moment to thank the CFA Institute for having me out to Minneapolis this week for the annual wealth management conference. I closed out the session yesterday (just before they put out the alcohol). My talk was called “Building a 21st Century Wealth Management Firm” and it was a lot of…

Greetings from the land of the ice and snow, from the midnight sun where the hot springs blow. OK, I’m not not literally in Scandinavia but the next best thing – Minnesota. Minneapolis, specifically. I feel like I’ve come home – everyone here looks like me, what with all the giant dudes with blond hair,…

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