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BAM Intelligence

Honesty Tops Any Checklist When Looking for an Adviser

There are many attributes a financial adviser must have to manage your money, but honesty is the most important. Read more

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‘Fiduci-what?’ Most clients don’t know what the fiduciary duty really means

The more we do to help clients understand conflicts of interest, the better we can serve their interests. Read more

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What Your Financial Advisor Needs to Know About Your Brain

Psychology meets finance. Tim Maurer and Richard Thaler take on what your advisor needs to know about your brain. Read more

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The Importance of Getting Clients Comfortable with Talking About Their Money

It’s OK. Really. Carl Richards on the importance of getting clients comfortable with talking about money. Read more

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