Gillian Albert

Gillian is Director of Client Services at InvestmentNews.

Gillian Albert
Displaying 60 results
RIA NEWS DEC 28, 2017
From wall street to main street: a succession story

Live Oak Bank provides financing for transition costs. When you're ready, our Investment Advisor lending team can structure a deal free from the headaches of seller financing.

EMERGING MARKETS DEC 21, 2017
Active Management: Why Challenge the Index?

While market-cap weighted strategies are popular, we believe their reputation doesn't match reality.

EMERGING MARKETS DEC 13, 2017
Approaching international growth with a valuation focus: where ClearBridge sees opportunities

Learn more about ClearBridge's outlook and valuation approach to growth

PRACTICE MANAGEMENT OCT 19, 2017
A New Approach: Wealth Management Redefined

RIA NEWS OCT 03, 2017
Navigating the planning gap

Expectations vs. reality: What investors think – and how advisers plan – for retirement income.

RIA NEWS OCT 03, 2017
The importance of managing clients' 'life risks'

When it comes to retirement, new research underscores how health care, medical expenses and longevity risks are top concerns of investors.

RIA NEWS SEP 15, 2017
The value of advice

PRACTICE MANAGEMENT AUG 24, 2017
Understanding — and overcoming — your clients' behavioral biases

PRACTICE MANAGEMENT AUG 15, 2017
The Next Frontier: Conversation, Connection and Confidence

RIA NEWS JUL 31, 2017
Why RIAs are the future of financial advising