Thanks so much for attending my presentation for the Summit Study Group semi-annual meeting!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, and Getting Paid For Shadow Work
- Asset Location: The New Wealth Management Value-Add For Optimal Portfolio Design?
- The Emerging Next Generation of Variable Annuities - An Asset Location Tool?
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- January - February 2014 Newsletter - Exploring the Benefits of Asset Location
- March - April 2014 Newsletter - Advanced Asset Location Strategies
- Why Robo-Advisors Will Be No Threat to Real Advisors
- Indexing 2.0: How Declining Transaction Costs and Robo-Indexing Could Disintermediate Index Mutual Funds and EFTs
- The Advisor of the Future Is Not Human nor Robot, But Cyborg
- How Technology is Turning the Typical Advisor AUM Fee Schedule Upside Down
- Will Financial Planners Be Forced to Reduce or Unbundle AUM Fees as the Price of Beta Goes to Zero?
- Is There a "Robo-Advisor" Bubble? Wealthfront, Betterment, & LearnVest Raise $95M in Capital in Two Weeks!
