Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
FYI: Sometimes Josh wakes up in the morning and he wonder why firms like his in the independent RIA community don’t have one hundred percent of the wealth management industry’s AUM. Maybe it’s still too early and the knowledge gap among clients is too wide. Regards, Ted http://thereformedbroker.com/2018/08/22/sometimes/
