Posted by on Feb 19, 2018 in Articles & Advice, Blog, Columns, Featured |

Image Credit: “Memorial Hall, Harvard College,” stereograph, late 19th century, The New York Public Library

 

By Jason Zweig | Feb. 16, 2018 10:05 am ET

 

More than a dozen financial advisers claim to have given speeches at Harvard Business School or the U.S. Military Academy at West Point, but they weren’t invited to speak by those leading universities.

Instead, they were invited by Clint Arthur, an erstwhile screenwriter, former taxi driver and organic-butter salesman who rents club space on campus, throws up staging emblazoned with symbols resembling the school’s insignia, invites celebrities like actress Suzanne Somers –- and enables advisers to adorn themselves with the prestige of Harvard or West Point….

 

To read the rest of the column: 

The Wall Street Journalhttp://on.wsj.com/2C41uEX

 

 

 

For further reading:

Books:

Jason Zweig, Your Money and Your Brain

Jason Zweig, The Devil’s Financial Dictionary

Benjamin Graham, The Intelligent Investor

 

 

Articles:

Picking an Adviser? Don’t Be Starry-Eyed

On Fiduciary Duty

The 19 Questions to Ask Your Financial Adviser