The increasing number of data breaches and identity theft is a major concern. Recent high-profile stories like the Equifax breach and the Cambridge Analytica-Facebook scandal remind us of the ubiquity of the problem. It is therefore very timely to talk about some of the ways Sensible Financial works to protect your data. Interspersed throughout this[Learn more…]
Sensible Financial team members Rick Fine, Chris Andrysiak and Rick Miller recently served as experts at Mass Innovation Nights (#MIN102), a monthly gathering featuring startups and local innovators. The theme for the event was financial technology and financial literacy, and included 13 startups with exciting new fintech products. The financial literacy theme tied in nicely with[Learn more…]
InvestmentNews names the financial advice industry’s 2017 “Best Practices” Fifth annual awards program recognizes firms for excellence in practice management and technology October 17, 2017, Boston – InvestmentNews today named Sensible Financial Planning and Management, LLC a winner of the 2017 Best Practices Awards, an important initiative that recognizes the top-performing and most innovative[Learn more…]
Recently, the Concord Journal wrote an article on Sensible Financial being named to the Financial Times 2017 Top 300 Registered Investment Advisers. You can read that article here.
Waltham, MA, and San Diego – June 22, 2017 – Sensible Financial Planning and Management announced today it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent Registered Investment Advisors (RIA) firms from across the U.S. This is the fourth annual FT 300[Learn more…]
In researching his recent Intelligent Investor column in the Wall Street Journal, Jason Zweig found that many financial advisors claim to be “conflict free”, either because they have fiduciary status or because they operate on a fee-only basis. Zweig argues that no matter how sincerely some advisors may believe it, they can’t be conflict free.[Learn more…]
Sensible Financial was recently named one of the 2017 Top Ten Best Financial Advisors in San Diego by AdvisoryHQ News. AdvisoryHQ News has over five million readers and provides extensive research, reviews, and rankings on financial firms and products for consumers across the U.S., the U.K., Canada and Australia. Their reviews and rankings are independently researched[Learn more…]