Advisors as Servant and Leader, Preventing Wire Fraud and More: August Investment Advisor—Slideshow
Charles Ellis, the best-selling author, consultant and Ivy League professor who founded Greenwich Associates, has some simple advice for advisors who want to grow strong firms that should be obvious but frequently isn’t: Be a good leader and serve your mission well.
How Growth Can Ruin Your Firm—and How to Prevent It
FA Insight reveals the results of their latest study, and what it means for an advisor's future.
Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow
We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.
Market Blitz With David Blitzer; Growth by Design Study; 2013 Career Guide: January Investment Advisor—Slideshow
The new year typically gets people looking ahead at things to come. Considering the things David Blitzer, chairman of the index committee at S&P Dow Jones Indices, sees coming, we couldn’t wait to share them.
What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow
Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.
Upping the Ante
In my April 3 blog (See “What Morningstar’s FeeCheck Tells Us About AUM Fees,” AdvisorOne.com), I wrote that because FeeCheck is based primarily on data from brokers, the high AUM fee levels it references and recommends—from 1.6% to 2.5% on a vanilla portfolio—don’t reflect what’s currently being charged in the...
Mark Tibergien: The 2012 IA 25 Extended Profile
Mark Tibergien has been on the IA 25 list every year since it’s been published, and his sharp mind, insight into the advisory world and passion for the profession hasn’t abated over those years.
SMA Managers of the Year; Building a Business With Talent: April Investment Advisor—Slideshow
The dividend story has been retold many times, but just because we’ve heard it before doesn’t make it a bad tale.
Retirement Reality; Worst Decade; Manage Volatility With Managed Futures: January Investment Advisor—Slideshow
It’s hard enough to get retirement planning right with all the challenges your clients face—market volatility, living longer than they imagined—that could take their savings, but have you considered some of the other challenges they face that could take their lives?
What’s in a Plan?
“In our view, transitioning control and management of [advisory] firms from founding owners to a new generation will prove to be the single most challenging issue for advisory firms over the coming decade.”