Home Dan Hallett

The billable hour model is not appropriate for advisors who integrate financial planning and investment management

  • August 23, 2019 August 20, 2019
  • 00:06

You're bombarded with products and strategies - but you don't have to use them all

  • May 31, 2019 October 11, 2019
  • 12:00

The deferred sales charge structure was created to preserve generous commissions for mutual fund sales

  • March 8, 2019 June 14, 2019
  • 15:06

Better investment outcomes are more likely when you use a process that begins with discovery and profiling

  • November 23, 2018 June 14, 2019
  • 00:06

Much of the industry's argument for active management focuses on myths while missing the value of professional advice

  • September 21, 2018 June 14, 2019
  • 00:09

New features don't always mean a better product

  • May 2, 2018 October 17, 2019
  • 00:01

When friends ask me to look at their portfolios, I get a front-row seat to the advice that a variety of advisors provide

  • April 27, 2018 June 14, 2019
  • 00:08

Some investors fired their advisors during the tech bubble for not adding more high-returning segments to their portfolios

  • February 15, 2018 June 14, 2019
  • 00:08

Skinny bond returns have investors looking for alternatives among equities. But investors need to understand the inherent risks

  • November 14, 2017 June 14, 2019
  • 00:45

Be wary of products that offer a "pension plan" approach

  • October 13, 2017 June 14, 2019
  • 00:45