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...
The managed account advantage
For evidence of how quickly things can change in the financial marketplace, look no further than managed accounts. In January 2004, TowerGroup, a Needham, Mass.-based...
Separate No More
Separately managed accounts aren't as separate as they used to be. Increasingly, these products are being paired with other investments as customers seek better performance...
Managing 401(k)s Overwhelms Most People
Everyone would love to have more money for their retirement years, but when it comes to actively managing a retirement account, or rebalancing 401(k) portfolios to take advantage of the highs and lows of financial markets --well, most people just do not take the initiative.
New Frontiers for Foliofn
Industry Pioneer Hires Institutional Chief, to Foc