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?
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Investment Outlook Fund Manager’s Memo OCTOBER 2005
In his recent quarterly letter to clients and investors, Muhlenkamp & Company President Ronald H. Muhlenkamp — who’s been leading his no-load mutual fund since 1988 — says the market and economic climate are worthy of a bit more appreciation.
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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
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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Research: 3rd Quarter ETF Reference Guide The Ultimate ERF Reference Guide 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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How to Get Results—Now With few exceptions, cold calling residences is either illegal or ineffective —since those who have not registered for the Do Not Call list are probably not worth calling. Read Now
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