A Top 10 List of How Not to Invest… May 4, 2006
Here’s a list of some of the dumbest things investors say to advisors — presented in no particular order — for advisors to reflect on (and enjoy). Read Now
Broker Job Outlook ’06: A Banner Year April 17, 2006
BrokerHunter.com has just wrapped up its fifth-annual surveys of both candidates and employers in the securities industry. Its major finding: "The best post-9/11 hiring year may be in store for us in 2006," says Steve Testerman, president of the online job board. Read Now
Public Relations 101 for Financial Advisors March 27, 2006
"With everyone calling themselves an investment advisor these days, it's important for advisors to differentiate themselves from the pack." Read Now
Making the Paper Cut JUNE 2005
The “paperless office” once seemed like pure high-tech hype. But that’s changing. Financial advisors are embracing the process and learning that it can lead to very real efficiencies.
Read Now
Investors Mixed on Foreign Equity Funds JULY 2005
Fund groups tracked by Emerging Portfolio Fund Research of Boston showed an across-the-board uptick in investments for the week ending June 1 — to the tune of $431 million. Read Now
Brokers are Exempt: SEC Adopts Reg NMS MAY 2005
Nine days ahead of its April 15 deadline, the Securities and Exchange Commission voted 5-0 to allow dealers offering fee-based accounts an exemption from rules governing investment advisors. Read
Now
Latin America Rising MAY 2005
Nations south of the border have a chance to
continue their economic and political momentum, despite debt burdens and other challenges. Read Now
Investors Nervous About GEM ETFs, Other Funds Investors pumped $1.05 billion into global emerging market iShares in the first 12 weeks of the year, according to Barclays Global Investors, and $3.04 billion into developed market funds. Read Now
Anatomy of a Dilemma Recently a respected acquaintance (we’ll call him A) confided in me his business plan to open up shop in my community. I listened politely and mouthed some niceties, but I did not offer A any encouragement. Read Now
The Taxman Cometh How many times have you taken a call from a client that goes like this: “I can’t believe how much I owe in income taxes this year! Is there anything else I can do?” This is a common plea coming from disgruntled taxpayers year-in and year-out. Read Now
How to Get Results—Now With few exceptions, cold calling residences is either illegal or ineffective —since those who have not registered for the Do Not Call list are probably not worth calling. Read Now
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