Broker/Dealers Race to Build Bridge to Wealth

Published on September 14, 2026

Broker/dealers at the recent RPA roundtable discussed how data challenges slow convergence efforts as firms pursue IRA rollovers, managed accounts and financial planning to connect DC participants with wealth services.

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Hike or Hold? Debating the Coming Fed Decision

September 14, 2026
Heading into the September 16 FOMC meeting, the debate over whether the Fed should raise rates or hold is heated. To help you appreciate the range of views, I present this article as a courtroom exercise. I will let the prosecution make its case for a rate hike, and the defense for a hold.

Strengths & Weaknesses of Advisor Fee–Only Models from the Client Perspective

September 14, 2026
As I go through the strengths and weaknesses of each model, my goals are to point out where the models are strong and to point out potential weaknesses such as conflicts of interest, which are important to be aware of in working with clients. Although we are all fiduciaries, financial incentives matter because we are all human. I know great advisors across all fee models.