Financial Advisor

Post Archive

Barry Glassman named FPA 2018 Planner of the Year

We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman…

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Barry Glassman featured on the Daily Grind Podcast

We are thrilled that Barry is featured on Colin Morgan’s The Daily Grind podcast. Colin’s goal with this podcast is to inspire the next great entrepreneur by interviewing successful business owners. In this interview, Barry explains how he initially succeeded Forest Gump-style, how he finds new talent for the team, and what drives client experience…

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Glassman Wealth Selected by Financial Times 300

Financial Times Top 300 Financial Advisors

Glassman Wealth is honored to announce that we have been named to the Financial Times 300 Top Registered Investment Advisors. This is the fourth year in a row that we have been selected for the FT 300, and we join an impressive list of firms that all hold exceptional resumes and decades of experience. Being recognized…

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Personal Finance: When To Ignore Your Financial Advisor

Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into…

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The Fiduciary Rule and Why Donald Trump May Change How You Receive Retirement Advice

Department of Labor Fiduciary Rule on CNBC featuring Barry Glassman

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017.  Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…

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