The 2008 Socially Responsible Advisor of the Year - macro success from micro strategies
John Ledford's socially responsible strategies lead to maximum returns for his clients - not to mention overwhelming success for his business. Here's how he's making...
Making a mistake with a client can fill you with dread like nothing else. CFP Patti Houlihan remembers the horrible feeling that overcame her the...
Positioning for the Great Wealth Transfer
With trillions of dollars in liquid assets coming out of retirement accounts or transferred to the next generation in the coming years, many advisors are...
The Ticker's Rise and Fall
Within the living memory of some financial market professionals today is a technology that was crucial to stock trading from not long after the Civil...
Breaking Into Retirement
Seventy million baby boomers are approaching retirement age. And yet, only a small percentage of financial professionals sell employer retirement plans to their clients. Why?...
How to Connect with Estate-Planning Attorneys
It's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...
The signs are clear: Annualized returns of more than 25 percent in the public market over the past three years. Clients rushing into your offices...
Independent or wirehouse? The question used to be that simple for traditional advisors thinking about an independent alternative. But with multiple platforms gaining traction, advisors...
It's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...
Patrick Cunningham and Jeffrey Herrmann of Exeter
S&P Rank: 3 Stars Survival of the Fittest Sto