Practice Management

Displaying 9379 results
PRACTICE MANAGEMENT JUN 27, 2010
2010 Advisers' Choice

Who do financial advisers think are the most influential and respected portfolio managers and fund companies? Find out in this exclusive <i>InvestmentNews</i> special report

By Mark Bruno
RETIREMENT PLANNING JUN 27, 2010
Adjusting to new retirement realities

THE SUN IS SETTING on the golden age of retirement. In Europe, where generous retirement benefits have been a bulwark of the postwar social compact, the realities of increased longevity and a bigger population

By MFXFeeder
RETIREMENT PLANNING JUN 24, 2010
IN's Cooper: Why investors will rarely see the gorilla in the room

Rational markets? Hardly. In reality, humans tend to have a narrow focus -- often missing the obvious

By Bloomberg
Despite tough economy, advisers are still giving
RETIREMENT PLANNING JUN 24, 2010
Despite tough economy, advisers are still giving

As soon as he heard that 13-year-old Margaret Hurt was in danger of losing the horse she had been riding since becoming sick with leukemia two years ago, Preston Byers agreed to donate $6,000 to help her buy Hoochie.

By Lisa Shidler
RETIREMENT PLANNING JUN 22, 2010
Three 'must-have' conversations with middle-aged clients

By Mark Bruno
FINTECH JUN 21, 2010
BlueSky takes flight, new platform from Black Diamond

By Davis Janowski
PRACTICE MANAGEMENT JUN 20, 2010
The benefits of a 'naked' approach to clients

Many years ago, I developed an approach to consulting &#8212; one that we have used in my firm for the past dozen years. It is called naked consulting, and yes, it is as much fun as it sounds.

By Patrick Lencioni
PRACTICE MANAGEMENT JUN 20, 2010
Another plan for the Jones family

The couple could refinance their house and take out a new 30-year fixed-rate mortgage at 5% or less and devote the $500-plus monthly savings to make up for the shortfall in Jenna's college fund. However, we recommend speaking to the college financial aid office about Stafford and Plus loans from Sallie Mae, as well as additional options. They should continue to fund her 529 plan while she is in college. Because James still has three years to go before starting college, they should also continue funding his 529 plan.

By Beth Blecker and Matthew Blecker, Eastern Planning Inc.
Clients behaving badly: How advisers cope
PRACTICE MANAGEMENT JUN 18, 2010
Clients behaving badly: How advisers cope

Airline attendants aren't the only ones who put up with rude customers

By Bloomberg
What do female clients want from their financial advisers? R-E-S-P-E-C-T
PRACTICE MANAGEMENT JUN 18, 2010
What do female clients want from their financial advisers? R-E-S-P-E-C-T

Many say they're not thrilled by the condescending treatment they receive from advisers; industry 'has done a lousy job,' concedes one male adviser

By Lisa Shidler
RETIREMENT PLANNING JUN 16, 2010
GenSpring adds family investment officer

GenSpring Family Offices LLC said today that it has hired Puneet S. Sahi as a family investment officer for its Costa Mesa, Calif., office.

By Bloomberg
Hot button: Don't diss indie B-Ds, says Fusion's Palaveev
PRACTICE MANAGEMENT JUN 15, 2010
Hot button: Don't diss indie B-Ds, says Fusion's Palaveev

Independence does not need to be defended or explained. The advisers who have gone independent &#8212; and become business owners &#8212; know very well why they made that choice.

By John Goff
PRACTICE MANAGEMENT JUN 13, 2010
Good news about bad 'customer service'

One quote in a story by Jeff Benjamin in our RIA Rundown special report (<i>InvestmentNews</i>, May 31) caught my eye.

By Jim Pavia
PRACTICE MANAGEMENT JUN 13, 2010
What if your rainmaker is drowning your firm's morale?

Robert Siegmann knew he had a problem on his hands when he and his co-workers found themselves orchestrating &#8220;secret&#8221; meetings to avoid dealing with a fellow adviser known for being particularly cantankerous.

By Lisa Shidler
PRACTICE MANAGEMENT JUN 11, 2010
Fear factor: Advisers calming rattled clients

Financial advisers find themselves dispensing calming words and holding hands with uneasy investors as the stock market extends its biggest decline in more than a year.

By Associated Press
RETIREMENT PLANNING JUN 10, 2010
JPMorgan making its move for the mass affluent

JPMorgan Chase &amp; Co. wants to squeeze more business from its mass-affluent customers, and it's asking Barry Sommers, the former head of its brokerage unit, to lead the effort.

By Bloomberg
PRACTICE MANAGEMENT JUN 10, 2010
Want the truth? Try asking your customers

By Lisa Shidler
PRACTICE MANAGEMENT JUN 10, 2010
Post-crash, advisers yearn for structure

When financial advisers did their business post-mortems after the 2008-09 economic downturn, many were alarmed to find that their firms weren't well-prepared to handle such a crisis.

By Lisa Shidler
FINTECH JUN 09, 2010
No fuss, no muss, but forget about freebies

By Davis Janowski
RETIREMENT PLANNING JUN 08, 2010
Dunned Yankee: U.S. sues Steinbrenner over trust tax refund

Says Bronx Bomber's co-owner owes Uncle Sam $670K; dispute stems from audit of MLB team's books

By John Goff