Paul’s Editorials

January 8, 2025

Big 4 Lifers

Happy New Year, friends. Many thanks for reading my bi-weekly editorials in 2024. A special thanks to those who liked or commented on them.

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December 9, 2024

Yabba Dabba Doo: Perception vs. Reality

The only financial advisors who join the Big 4, Merrill, Morgan, UBS & Wells, are other Big 4 financial advisors.

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November 4, 2024

Is Corporate Culture Broken?

Half of all marriages are broken. One-third of all children are living in a single parent household. Adults are spending less time with their friends today compared to ten years ago.

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October 21, 2024

Life's Priorities

I do my best worrying between 3:45AM and 4:30AM. My digital clock is easy on the eyes - soft blue numbers that precisely change every 60 seconds. As someone who rises at 5:30AM, I usually debate the question, “ Should I get up or try to go back to sleep.” Of course, the latter is almost never feasible.

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February 20, 2024

What’s the Future of the Big-4?

Merrill Lynch once had approximately 16,000 financial advisors working in their legacy branch offices.

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Curated Content

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AdvisorHub

Financial Advisors’ Advocate & Voice

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Citywire

London-based News Organization
Advisors and Investors
Click: "RIA"

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Wealth Management

Wealth Management

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Financial Advisor Magazine

Monthly Magazine For FAs Covering News, Trends & Insights

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The Diamond Podcast for FAs

FA Interviews With Emphasis on Independence

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DeVoe & Company

Boutique Investment Bank That Represents Independent FA-Firms

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The Kitces Report

Leading Resource on Financial Planning for FAs

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Zendesk Customer Service

92 Customer Service Statistics You Need To Know in 2025

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