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Do your homework before starting a newsletter
Newsletters are a great way for financial advisers to stay connected to clients, but they may also bring…
Would LeBron James make a good fiduciary? (Blog)
Whether or not he knows it, by setting his objective, doing his due diligence, following a process, and focusing on his goal, LeBron exhibited the skills of a good fiduciary.
Clients acting irrationally? Hire a therapist – for them
Forget about pulling out that straight-backed chair when a client walks into the office; these days, some financial advisers are directing clients to the couch
Wall Street hiring jumps most since 2008
The removal of uncertainty regarding Congress's financial reform bill may reinforce the employment rebound as some bankers are being offered guaranteed bonuses.
For NFL rookies, playbook now includes financial advice
Whether they earn the league minimum or a superstar's salary, football players have to know the basics of handling money to succeed financially.
The most unforgettable commercials from the brokerage and advice industry
While financial advisers aren’t generally thought of as an artsy crowd, the financial advice industry has actually turned…
New York’s top court says estates can bring malpractice suits
Overturning state law, New York's highest court this month ruled that estates and beneficiaries can sue estate-planning attorneys for malpractice.
2010 Advisers’ Choice
Who do financial advisers think are the most influential and respected portfolio managers and fund companies? Find out in this exclusive InvestmentNews special report
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
<b>IN’s Cooper:</b> 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
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.
BlueSky takes flight, new platform from Black Diamond
Black Diamond Performance Reporting announced today the availability of “BlueSky,” a new portfolio management and reporting platform. This…
The benefits of a ‘naked’ approach to clients
Many years ago, I developed an approach to consulting — 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.
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.
Clients behaving badly: How advisers cope
Airline attendants aren't the only ones who put up with rude customers
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
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.
<b>Hot button:</b> 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 — and become business owners — know very well why they made that choice.
Good news about bad ‘customer service’
One quote in a story by Jeff Benjamin in our RIA Rundown special report (InvestmentNews, May 31) caught my eye.
