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
Do You Boldly Go...? OCTOBER 2005
Where no man has gone before” with technology? Or are you stuck in another universe?
While attending and speaking at Fidelity Registered Investment Advisor Group’s Technology in Practice Conference on June 8 in Boston, I listened to the presentation of a study, “What’s Keeping Advisors Up at Night?” Read Now
Pioneer to Pick Up AmSouth’s 23 Funds AUGUST 2005
Pioneer Investment Management has inked a deal to acquire Birmingham, Ala.-based AmSouth’s 23 mutual funds with $5.5 billion in assets under management. Once approved, the arrangement would boost Pioneer’s holdings, which now include 46 funds.
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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
Current on Currencies AUGUST 2005
Exchange rates continue to be highly volatile, giving investors many options and risk factors to consider. Read Now
streetTRACKS State Street Global Advisors (SSgA) is a household name among institutional investors. With roughly $1.4 trillion under management, it easily ranks as one of the world’s largest asset managers. Read Now
LETTERS Out of the frying pan and into the fire. That is what financial advisors will experience if they follow Gil Weinreich’s advice [in May’s Ethical Advisor column “Shape of Things to Come”] to switch to hourly billing. Read Now
Ensuring the Paycheck Seventy-eight million baby boomers are approaching retirement with one major worry on their minds: outliving their assets. A related task that seems daunting to many Americans is orchestrating the monthly “paycheck” in retirement — specifically, how the cash will flow. This is a critical issue facing the majority of baby boomers and a huge opportunity for financial planners and advisors. Read Now
Back to the Future Changes in technology, regulation and other areas continue to challenge advisors. But how you adjust makes all the difference.
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