How (Not) to Name Your Advisory Firm
Advisors who want to name a firm after themselves should think twice, says Christopher Norton of marketing firm Blu Giant.
2009 ETF Advisor Hall of Fame: Pioneers in Portfolio Management
We proudly present Research magazine's third-annual ETF Hall of Fame. Welcome! There's no question that exchange-traded funds are revolutionizing the investment world. Their proliferation is unstoppable,...
A Sly Deduction
When Marvin Rotenberg sits down with people who have recently inherited a big-balance individual retirement account, they get an earful. Certainly Rotenberg, the director of...