Advisor on Mission to Make Clients—Yours and Hers—Happier
Donna Skeels Cygan teaches clients to invest in joy, not just stocks; gives away her referrals; and wants advisors to spread happiness to their clients.
Online Gaming Still Growing in Southeast Asia
The game’s afoot–and online–as MMORPGs expand reach.
2014 Resolution: This Year, I Will Blog
A blog can connect advisors to a potentially unlimited client pool. But what if blogging intimidates you? Susan Weiner's new book talks you through it.
2013 Advisor Hall of Fame
Now in its 23rd year, our eagerly awaited benchmark of industry excellence.
DeLegge on ETFs’ Future, Spat With Bogle, as ETF Conference Nears
A chat with keynote speaker Ron DeLegge ahead of AdvisorOne's inaugural advisor-centric ETF gathering July 23, designed to provide advisors with the knowledge and tactics to successfully build client portfolios with ETFs.
Client of the Future
Take note: Investors under 50 hold almost as much wealth as those over 50.
Young(er) Advisors + Old(er) Advisors = (More) Successful Advisors
Pershing study, analysis and an advisor’s own experience show how the advisor demographic challenge can be solved to everyone’s benefit—including clients.
Don’t Accept the Inefficiencies of Manual Data Entry
Using the artificial intelligence in data aggregation software, you don’t have to limit your investment offerings nor put your competitive standing at risk.
Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow
Research magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.
Liars, Cheaters and Thieves
Janet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.