Lavonne Kuykendall
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.
Parents still want the best for their families, even if they can't afford it
Financial advisers who aren't social networking are missing out on more than just status updates — they're missing out on affluent prospects who are more likely to pass them over when looking for an adviser, a survey of 2,500 wealthy investors has found
Marketing consultant Stephanie Sammons tells a story about a lawyer friend and two competitors who were being vetted for a “substantial” engagement
Frank A. Barbera Jr., co-portfolio manager of the Sierra Core Retirement Fund, tracks a staggering number of jobs reports and other economic indicators
Every time the debate over the fiduciary standard of client care hits the news, RIAs pick up a few more clients
With Americans practically addicted to the Internet, a web-based investment advisory business would seem to be an idea whose time has come
After cutting back on hiring in the wake of the 2008 downturn, advisory firms are seeking fresh talent — partly to jump-start growth, which has slowed in the past year, and partly as a form of succession planning
AUMs, number of clients also up; firms doing more with less
Financial advisers who aren’t social networking are losing potential customers, especially among the affluent, according to a survey…
Survey finds mass-affluent investors still gloomy as heck about their finances; 'not matching the reality of their situation'
