Tags » Betterment

7 Best Practices of Successful NextGen Advisors

This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention.  The panel included representatives from a wide range of distribution channels, including a wirehouse, insurance broker-dealer and an online advisor. 1,287 more words

Conference Summaries


“Impatience” and possibly………….”Greed” ? 

For the past 2 years I’ve been hanging out at a local Starbucks with my laptop/tablet and over time befriended several dozen regular customers, as well as the employees here. 173 more words

Start-Ups Are Giving Financial Advice to People Who Aren’t Rich

For a couple of years now, a number of entrepreneurs have been racing to solve the same problem: the financial services industry’s persistent inability to provide personalized advice and appropriate investments at a reasonable price to customers who are not rich.


Serving with Heart—at Heartland Health Outreach (Feature Friday!)

A Year of Being Kind blog – Friday, April 18, 2014

Serving with Heart—at Heartland Health Outreach (Feature Friday!)

Helping the homeless—going out on the streets. 599 more words

“That’s always seemed so ridiculous to me, that people want to be around someone because they’re pretty. It’s like picking your breakfeast cereals based on color instead of taste.”

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so much to say

April Fool’s Day was not a good one. I got a call that they needed to see me for a second mammogram. I made an appointment for the next day, 2 hours before I needed to be at the airport. 837 more words

Ordinary Life

College Isn't For Everyone. Diploma Does Not Equal Success

Life is defined beyond the walls of intelligence. Not everyone wants to attend university yet most are scared of not getting a degree because it has been drilled into our minds for the last 12 years of school that college is the only way to go if you want to get a job. 1,256 more words