2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
New Retirement Pro Emerges From Altered Landscape
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
Advisors Feel Pinch of Compensation Squeeze
Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.
Beyond the Ivory Tower
For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.
The Tab for Independence
Can advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.
Three Advisors, Three Stories
When Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.
Calculating the Tab
What does it cost to get the door open as an independent advisor?
A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees
How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.
The Word That Scares Away Your Clients
Advisors today are all ginned up about risk. Trouble is—they shouldn’t be.
Seeking Social Media’s Payoff
In less than one year, advisor Elle Kaplan’s “online tribe,” as she calls it, has surged from 10 to more than 2,400 Twitter followers. Not coincidentally, a dozen of them have signed on as clients.