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
Bargain Buy AUGUST 2005
Is the simple but powerful arbitrage opportunity posed by closed-end funds lost on most advisors?
Read Now
Eggers Returns to Dreyfus after Three Years at Scudder MAY 2005
Eggers, who started his financial-services career at PaineWebber in 1979 and worked there for 17 years, first came to Dreyfus in 1996. 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
Fixed-Income Bond Indexes and the ETFs that Track Them “Don’t fight the Fed” is a well-known market dictum, and a wise one at that — especially when the Federal Reserve’s inflation-fighting objective is widely known. Read Now
Should Donor-Advised Funds Bring Kickbacks to Advisors? Some 80,000 donor-advised funds were set up last year, according to Bruce Makous, a major gifts and planned giving officer at the American Association for Cancer Research in Philadelphia. And roughly 10 percent of these funds paid “finder’s fees” to commercial advisors bringing in contributions, Makous says. 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
Share Your Discipline Every year since 1994, Dalbar, one of the top market-research firms in the financial-services industry, has published its study Quantitative Analysis of Investor Behavior.
Read Now
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