INSIGHTS

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Do You Suffer from Stockholm Bias?

Do You Suffer from Stockholm Bias?

There is a phenomenon that occurs over time to those who are kidnapped or held hostage in dangerous and traumatic situations. The captive begins to rationalize, identify with, and even care for their captors. Stockholm syndrome occurs unconsciously and is a...

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Five Dreams to Pursue Today

Five Dreams to Pursue Today

We wrapped up our annual conference at the beautiful Suncadia Resort a few weeks ago. Each year, this is an exciting opportunity for our team and network of independent advisors to learn, collaborate, get better prepared for whatever lies ahead, and dream. We are...

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What Tech Does My Pure RIA Need?

What Tech Does My Pure RIA Need?

If this article’s headline appeals to you, it’s likely you are thinking about dropping your Series 7, saying goodbye to the associated FINRA constraints, and saying hello to increased flexibility. Firms structured as PURE RIAs have more CHOICE with how they want to...

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