Author: SLynn

Is It Important for Your Advisor to Be Well-Rounded?

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Published on: Tuesday, June 02, 2026 There is a podcast I enjoy listening to on Bloomberg Radio called Masters in Business. It is hosted by Barry Rithotz, the founder of a very successful investment management firm in the US; the author of “How Not to Invest” and a frequent commentator in the business media. He interviews prominent people in the business world – mostly from the wealth management industry. Every interview/episode begins with him reviewing the guest’s background, highlighting where … Continued

AI Can Make Me More Productive, But Will It Help My Clients?

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Published on: Friday, June 06, 2025 There is an episode of The Simpsons where Homer is working at his computer, responding to queries with “yes” or “no”. Homer quickly determines that the proper response is always “yes”. And he then realizes that he doesn’t have to type the whole word but just the “Y”. So he sets up one of those bobbing, perpetual motion drinking birds to keep hitting the Y, and he goes off and enjoys his day. Artificial … Continued