Post Archive

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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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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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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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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What do those financial advisor certifications mean?

You’ve surely noticed the letters and initials following your advisor’s name and wondered what all those financial advisor certifications mean. With over 100 designations to choose from, you might be asking yourself why you should care if your advisor is a CFP®, CIMA®, CFA, CPA, PFS, ChFC, CLU, CPWA, EA, AIF, or anything else.  To mock…

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