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 Kuykendall
Displaying 183 results
Annuity fees a turnoff for clients and advisers
RETIREMENT PLANNING JUN 03, 2011
Annuity fees a turnoff for clients and advisers

Products are 'difficult to assess,' commission-based distribution seen as a problem

PRACTICE MANAGEMENT MAY 29, 2011
Advisory firms want to hire but are frustrated with candidates

Financial advisers expect to ramp up hiring this year, but job hunters who want to get ahead of the pack are advised to look at the hiring process from the employer's point of view

PRACTICE MANAGEMENT MAY 25, 2011
For those who dare, social media rocks

Active users -- undeterred by regulatory hurdles -- say they are attracting clients using social media. Moral of the story: don't procede at your own risk.

Rollover funds go a-begging
RETIREMENT PLANNING MAY 22, 2011
Rollover funds go a-begging

Workers often leave 401(k) accounts with former employers for no good reason, survey finds; advisers missing a trick

Reps, advisers still going independent, still doing it for the dough
RIA NEWS MAY 22, 2011
Reps, advisers still going independent, still doing it for the dough

A Fidelity survey finds advisers and brokers are still striking out on their own. And they're taking more and more of their assets with them when they leave.

Going with your gut can gut your portfolio, research shows
RIA NEWS MAY 20, 2011
Going with your gut can gut your portfolio, research shows

Got an investment hunch? Fight the urge, says DFA's Bosworth

Advisers worried flat-fee plans will flatten fees
PRACTICE MANAGEMENT MAY 17, 2011
Advisers worried flat-fee plans will flatten fees

Offerings such as Flat Fee Portfolios aim to help advisory firms by taking over cumbersome smaller accounts that don't generate large charges. So why aren't said firms jumping at the offer?

Advisory firms looking to hire – but are the candidates any good?
RIA NEWS MAY 17, 2011
Advisory firms looking to hire – but are the candidates any good?

Growing frustration over prospective hires' professionalism, honesty — and comp demands; 'deficient passion for the industry'

PRACTICE MANAGEMENT MAY 15, 2011
When financial advisers should let go of clients

The toughest breakups are the ones where both parties involved still care about each other, but circumstances force them apart

Investors missing the 'party' overseas: David Winters
EMERGING MARKETS MAY 13, 2011
Investors missing the 'party' overseas: David Winters

Boss of Wintergreen, along with First Eagle's McLennnan, stuffing portfolios with overseas holdings; 'amazing opportunity'