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
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
Taming Grey Panthers JUNE 2005
President George W. Bush’s proposal to allow younger workers to manage a portion of their government-mandated Social Security accounts and invest these funds... 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
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
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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