Top Articles for September on Advisor Perspectives Consider Fee Models, Cash Management
The most-read articles on Advisor Perspectives in September included a variety of topics, though the top story for the month focused on a key part of practice management — how you charge your clients.
In the most-read story of September, “Strengths & Weaknesses of Advisor Fee-Only Models from the Client Perspective,” author Allan Roth reviews the pros and cons of the different fee-only models used in the financial advisory realm. In particular, he notes the conflicts of interest that can accompany each one.
“Keeping Your Float Afloat: A Guide to Earning What You Deserve on Your Cash,” by Victor Haghani and James White of Elm Wealth, had the second-largest number of readers for the month. The article advocates using Treasury Bill ETFs for cash management and compares them to other choices like money market funds.
William Bernstein’s “Future Schlock” claimed the No. 3 spot in the rankings. The piece reviews “More Everything Forever: AI Overlords, Space Empires, and Silicon Valley’s Crusade to Control the Fate of Humanity,” by Adam Becker, a book that takes a look at the mindsets of the AI technocrats dominating the global media — and possibly the future.
The fourth-most-read article published last month was “Market Valuation: Expensive CAPE or Cheap PEG?” by Michael Lebowitz, which looks at the different market stories the current CAPE and PEG ratios are telling us. But do they contradict each other, as it seems on first glance?
“When Should Clients Take Their RMDs? We May Be Optimizing the Wrong Thing,” by Jean-Luc Bourdon, rounds out the top five articles for September. The answer to the title’s initial question requires some careful consideration of a number of factors.
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