Skip to Content
Advisor Insights

Ben Brown Article Archive

Increase Productivity by Outsourcing Call Answering    

New Tools to Better Serve Generation X and Y Clients

Why You Need Client Technology Ratings     

Managing Online Advisor Reviews

Online Meeting Scheduling Software: A Win for Clients and Advisors

Technology Tools Your Clients Should Be Using

4 Takeaways From the 2018 Advisor Software Survey  

How to Use Your Website to Qualify Prospects and Win Clients  

Delivering Your Advice Digitally   

Save Time and Increase Accuracy With Zapier   

The Best Advisor Technology Tools for 2018      

Creating a Prospective Client Application System        

RightCapital: The Future of Financial Planning Software       

5 Cybersecurity Best Practices

How to Overcome the Threat Posed by Automated Investment Advice 


Ben Brown is a certified financial planner and an IRS-enrolled agent. He is the founder of Entelechy, a fee-only financial planning and investment management firm based in Bethesda, Maryland, serving clients in the Washington, D.C., area and nationally.

The author is a freelance contributor to Morningstar.com. The views expressed in these articles may or may not reflect the views of Morningstar.

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.