No More Mr. Nice Guy
For me, one of the most gratifying benefits of having been around the financial advisory industry for a long time is when old friends do...
Like Client, Like Advisor
New research on the habits of Americans who espouse typical middle-class values but have assets of more than $1 million show these people have a...
When Lewis Schiff presented the preliminary findings from his research at the Investment Advisor/Moss Adams Advisor Summit in November 2007, there was an immediate reaction...
A Great Business to Be In
If there was an overriding theme voiced by the leaders of the 2007 Broker/Dealers of the Year in an editorial roundtable discussion in Chicago on...
IA Launches Blogs on Wealth, Going Independent
Effective April 1, Investment Advisor has launched two new ongoing Web logs at www.investmentadvisor.com that authoritatively extend the magazine's print offerings online.
I've just finished a task that lasted 12 months, required minimum hour-long discussions with a dozen sources, and entailed transcriptions that took me more than...