This issue contains the sixth in a series of first-person articles in which advisor Mike Patton is chronicling his own Road to Independence from employee advisor to fully independent RIA. His first article in the Series, "Plotting Your Course," appeared in April 2007, chronicled his first independent baby steps (Patton continues to write other articles for Investment Advisor on topics as varied as Monte Carlo simulation software and estate planning). The most recent Road article, in June 2008, "Lessons Learned," explored his business philosophy as it has coalesced during independence. All of the Road articles, along with Patton's other features, and his weekly Road blog, are available at InvestmentAdvisor.com.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
To learn how succession planning can help increase your practice value, download LPL's white paper, "Protect & Unlock Your Value through Succession Planning".
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.