Getting Clients to Follow Your Advice: The Panicky Investor
Behavioral finance experts Olivia Mellan and Kol Birke explore how to help a client who, spooked by market volatility, wants to go to all cash.
The Vindication of History: Harold Evensky and CFP Lite
The CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
Harold's New Adventure; Investing in Global Markets: February Investment Advisor--Slideshow
Harold Evensky needs no introduction. He graces the cover of our February issue and shares with us his thoughts on the direction the industry is going with the next generation of advisors, and what the industry needs to succeed.
With 10 Years’ Experience, FSI Flexes Its Advocacy Muscles
FSI marks its 10th anniversary with more individual members and with greater influence in Washington and the states, says its leader, Dale Brown.
How to Get Clients to Follow Your Advice
It’s one thing to give good advice — another to get clients to follow it. Behavioral finance experts Olivia Mellan and Kol Burke offer techniques.
Making Choices; 4 Trends for the Future; Unlocking Information: December Investment Advisor—Slideshow
It’s a too-familiar problem: paralysis-inducing numbers of choices that leave consumers wondering how they’ll ever make a decision.
Perks of Going Indie: Recruitment Bonuses, Higher Payouts, Supportive CEOs
The world of independent RIAs and broker-dealers is wider and deeper than many advisors suspect. On Wednesday, a ThinkAdvisor trade show will help you navigate.
How to Help Grieving Clients
Expert tells Raymond James advisors how to thoughtfully work with widows in order to form lasting relationships (and get referrals).
The More Things Change: The 2013 Broker-Dealers of the Year
This is the 23rd year that Investment Advisor invited producing representatives of IBDs to rate their BDs on 14 specific categories.
76% of Advisors Use ETFs With Mutual Funds: Virtual ETF Conference Poll
At ThinkAdvisor’s virtual ETF conference, a quick poll found that the vast majority of advisors now use some ETFs along with mutual funds and other vehicles in their client portfolios.