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The Meaningful Work You Do
Meaningful work is simple. It is any work that makes the world a better place. It either reduces suffering or improves someone’s life. That’s it. A doctor heals. A teacher educ ....Read More
March 25, 2025 | 5 Minute Read
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Diversification Means Saying “Sorry”
Diversification is one of the most misunderstood concepts in investing. Many investors don’t fully grasp what it means. And, unfortunately, many financial professionals fail to c ....Read More
March 18, 2025 | 5 Minute Read
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Alpha Creation Kiya Kya?
Which client has ever asked you, "What is your alpha?" No one has ever asked me that. Not once. And yet, alpha is one of the most important concepts in our industry. It’s the ess ....Read More
February 4, 2025 | 5 Minute Read
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Where Do You Deliver Value?
Inspired by Bain & Company’s Elements of Value, Fidelity in 2017 introduced the Advice Value Stack to help wealth firms maximize the value they deliver to clients—and grow thei ....Read More
January 7, 2025 | 5 Minute Read
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Potential Doesn’t Equal Value
I recently met a private banker turned wealth firm founder. This gentleman (Harsh) had built a nice little business. He now wanted to get out and pointed to the vast untapped poten ....Read More
December 24, 2024 | 5 Minute Read