Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s Quants
Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.
Agents of Change
These are the major issues facing advisors in 2011 ...
Retirement on hold 'indefinitely'
Advisor respondents in Brinker Capital's second quarter "Brinker Barometer" say clients fear they'll never know exactly when they should retire. Sixty-one percent said clients mainly...
Obama's efforts thus far: not good enough, advisors say
In the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...
Retirement is 'severely' off-target
Financial advisors say the economic crisis has not just crippled, but "severely jeopardized" their clients' retirement security. According to Brinker Capital's Retirement Indicator, 88 percent...
Advisor survey finds client retirement severely off-track
Advisors say their clients projections for retirement security have been "severely jeopardized," according to survey results from Brinker Capital's year-end Retirement Indicator, which gauges the...
Set realistic expectations
Mike Martin of Columbia, Md.-based Financial Advantage recounts how a prospective client came to see him a year ago and said, "If I make 15...
Boomer advisors keep the faith
Somebody has to keep the good vibes afloat. Post second quarter findings from Schwab and Brinker Capital show financial advisors are keeping a positive, though...
Giving Minority Students A Leg Up in the Business
Many people have bemoaned the lack of racial and ethnic diversity within and around the profession, noting the obvious fact that the makeup of the...
Practice management 101
Advisors looking for advice on how to improve their practices can turn to Brinker Capital for tips. The firm offers several programs designed to improve...