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.
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And the winner is. . . MAY 2005
Lipper Inc. says the best overall U.S. mutual fund families in 2005 are First American Funds, part of Minneapolis-based U.S. Bancorp, and Principal Financial Group, a unit of Principal Financial Group Inc. of Des Moines, Iowa. 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
ETFs Meet 401(k)s Exchange traded funds are America’s “next generation” financial products. The benefits of daily liquidity, low expense ratios and tax efficiency have contributed to the growth.... 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
The Deadline Is Now Millions of boomers have a date with destiny, specifically their last day at work. The question isn’t if they’ll retire — it’s a matter of when and under what circumstances.
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A Better Way Your fellow advisors say you shouldn’t ask for referrals. You should earn them. Here’s how.
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