Pathfinders: The 2015 SMA Managers of the Year
It's not easy to “beat the market” when investing on behalf of your clients, but it's even more difficult to do so consistently.
CFP Board: Let CFPs Vote on the Future of Financial Planning’s Character
The CFP Board should affirm the fiduciary duty's importance to CFPs and welcome a referendum of its designees to determine its way forward.
Occupy Wall Street Turns One Month Old, Goes Global
President Obama has spoken sympathetically of the leaderless protest movement, Republican candidates have criticized it, Paul Krugman speaks of the group's positive potential while rioters in Rome attest to its destructive potential...
Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow
Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...
The Presenter as Mentor
Drive your seminar attendees to action, not distraction — become a better storyteller. Indeed, two of the most powerful presentations in history, Abraham Lincoln’s Gettysburg Address and Martin Luther King Jr.’s “I Have a Dream” speech, used storytelling as a structural device.
SEC on SRO and Fiduciary Standard, Plus Earnings Season: AdvisorOne Briefing for the Week of Jan. 17, 2011
Market-moving news for this week centers around earnings and the visit to the U.S. of the Chinese president, but advisors will be focused on the SEC's recommendations to Congress on an SRO and fiduciary.