Profile cover photo
Profile photo
Norb Vonnegut
350 followers -
"Author of ... glittery thrillers about fiscal malfeasance." - NYT
"Author of ... glittery thrillers about fiscal malfeasance." - NYT

350 followers
About
Posts

Post has attachment
Wondering what to do about the Equifax breach?
Add a comment...

Post has attachment
"Ignoring Fees Doesn't Beat the Market... It only decreases trust and credibility." These words come from Preston McSwain, the founder of and my partner at Fiduciary Wealth Partners. In his post for the CFA Institute today, he untangles the fake claims of a large funds management company with performance numbers from the company's own website.

https://blogs.cfainstitute.org/investor/2017/08/21/ignoring-fees-doesnt-beat-the-market/

https://blogs.cfainstitute.org/investor/author/prestonmcswain/
Add a comment...

Post has attachment
Here's my column in today's WSJ, which answers this question: What does Spotify's Un-IPO mean to wealth management?
Add a comment...

Post has attachment
Do you want your spouse to inherit your Twitter page?
Add a comment...

Post has attachment

Post has attachment
..."If you are a wealth manager at a major financial institution who has phoned an I-banker without going through proper channels or listened to your boss rant after he or she was excoriated by a liaison from those hallowed halls, then you know exactly what the adviser means."
Add a comment...

Post has attachment
“Don’t confuse a sales pitch with what’s right for the client,” a former boss of mine once said.
Add a comment...

Post has attachment
Add a comment...

Post has attachment
Add a comment...

Post has attachment
"By contrast, wirehouse systems sometimes force advisers to 'shoehorn a client into a client experience that the client doesn’t always want,' says Mr. Straus, who previously ran the wealth-management units at UBS Group, J.P. Morgan Chase and Morgan Stanley."
Add a comment...
Wait while more posts are being loaded