Don Connelly & Associates

DECEMBER 11, 2023

We've posted several times on the topic of conflicts of interest created by financial advisors when their objectivity may be compromised, and their interests are not necessarily aligned with their client's best interests. We talked about the harm it can cause to the advisory relationship.

Clients 52

Clients Ethics Financial Advisor 52

The Better Letter

JANUARY 26, 2024

I was recently asked about Harry Dent and his apocalyptic forecast for the market. I replied, “Which one?” ” Dent called for “ the collapse of our lifetime ” – an 86 percent loss for the S&P 500; 86 percent on the Russell 2000; 92 percent on the Nasdaq – by June 2023. So, he missed it by a mile.

Assets 103

Assets Valuation Management Investing 103

The Big Picture

APRIL 25, 2023

So, Brian is not a stranger to me, and we have some shared financial interests, but the reason I wanted to bring him in here is there are few people in the industry who have a better perch by which to look at the world of registered investment advisors, broker-dealers, all of the changes that are taking place in the space.

Compliance 154

Compliance Wealth Management Clients Management 154