Lisa Shidler

Lisa Shidler
Displaying 149 results
Financial planners rebuffed by military
YOUR PRACTICE PRACTICE MANAGEMENT SEP 07, 2011
Financial planners rebuffed by military

Thanks, but no thanks. That's the message a wary U.S. military is sending to financial advisers who want to offer free financial planning to active-duty servicemen and women.

Advisory firms learn how to 'dress' for sale success
YOUR PRACTICE PRACTICE MANAGEMENT AUG 17, 2011
Advisory firms learn how to 'dress' for sale success

Just like some home sellers who resort to a fresh coat of paint to enhance their home's “curb appeal,” financial advisers can take steps to help their practices sell faster and for a higher price.

New Form ADV-2 adding costs, confusion for advisers
NEWS RIAS MAR 25, 2011
New Form ADV-2 adding costs, confusion for advisers

A new rule aimed at making the financial advisory business more understandable to clients is giving advisers a headache.

New Form ADV-2 adding costs, confusion
YOUR PRACTICE PRACTICE MANAGEMENT JAN 11, 2011
New Form ADV-2 adding costs, confusion

A new rule aimed at making the financial advisory business more understandable to clients is giving advisers a headache.

Genworth adds Eaton Vance portfolios to its platform
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 06, 2011
Genworth adds Eaton Vance portfolios to its platform

Genworth Financial Wealth Management Inc. has appointed Eaton Vance Investment Managers as a portfolio strategist for its client accounts.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 02, 2010
Suit? Khakis? Financial advisers ponder the power of pinstripes

If there were a “Dress for Success” guide for financial advisers, its take-away message well might be: Dress the way your target market believes you should dress.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 02, 2010
Jeans at work for financial advisers? Not just yet

The days of advisers wearing a suit and tie to the office every day are long gone, but most reps still try to maintain a professional — if more casual — feel. That means khakis, dress pants and button-down shirts are in. Jeans are still out.

RETIREMENT RETIREMENT PLANNING NOV 28, 2010
Canadian snowbirds present opportunities — and pitfalls — for advisers

More affluent Canadians are flocking south for the warm winter sun and cheap real estate deals

NEWS RIAS NOV 14, 2010
Why registering with states early may be a mistake for RIAs

Financial advisers who live by the maxim “the early bird catches the worm” might want to think twice before getting a head start on making the switch to state registration.

INVESTING MUTUAL FUNDS NOV 14, 2010
Advisers gear up for cost basis rule change

Financial advisers are bulking up their resources — and bracing for client complaints — as they prepare for the Jan. 1 deadline to begin complying with new cost basis rules.