Planning Challenges Persist for LGBT Clients Despite Marriage Ruling
At Pride Planners conference, experts discuss the remaining legal, estate planning and advocacy issues for LGBT clients, married or not.
When It’s Time to Run, Not Walk, to Independence
Advisors Traci Richmond and Mike Patton talk about why, how and how not to make the big move.
Death, Delusional Clients and Other Hard Lessons From a Breakaway Broker
How a friend’s death led a wirehouse broker to go independent; lessons learned from a difficult, delusional client—these are just a few of the stories veteran advisor Bob Collins tells...
Ariely and Benartzi, Wagner and Buie Debate the Future of Advice in Investment Advisor's December 2010 Issue
Top advisors and related experts open up about the future of advice in Investment Advisor's December issue cover story.
Previewing Transformational Ideas
I've attended the yearly Visionary Dinners that Mary Malgoire's Bethesda, Md.-based advisory firm--Family Firm--hosts for clients, and even spoke at one of them. It's an...
ETF Expert: Active Management
For an increasing number of investment managers who either already market ETFs or are looking to start, the pixie dust needed to get new funds off the ground is active management.
ProShares Introduces Sector ETFs
The old axiom on Wall Street is that money can be made in any kind of market. To that end, Bethesda, Md.-based ProShare Advisors has...