Yes, FPPad has been very quiet for the month of July. We’re working hard behind the scenes managing consulting projects for clients, caring for my 16-month-old son, and authoring contributions to trade magazines and journals.
On the authoring front, I want to share a column I wrote for the August issue of Financial Planning magazine. Titled Better Balance, I highlight the trend of increased use of rebalancing software programs, but also address how these programs help with a firm’s fiduciary obligation to treat all clients fairly and equitably.
Click here to read Better Balance at Financial-Planning.com.
I hope you enjoy the column, and feel free to leave feedback in the comments below.
