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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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
The Bush Test OCTOBER 2005
How will the U.S. economy fare as foreigners buy large quantities of U.S. Treasury bonds?
This summer, while on vacation in Europe, I met a New York private investor, who promptly admitted to being bearish on Wall Street.
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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
Debt..Good, Bad and Ugly Consumers have taken on record levels of debt. Low interest rates and easy credit offers have lured Americans into buying bigger houses and fancier cars, and charging more on credit cards than ever before. Read Now
Going Virtual To focus on the heart of your business and get rid of the headaches, turn to technology-based resources.
The advice side of financial services may have reached a proverbial fork in the road, leaving you with four choices.
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