What I Do in My Practice, Pt. 3: My Role With Other Advisors
Sometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax
Allen Stanford Found Guilty of $7 Billion Ponzi Scheme
Former billionaire Allen Stanford was convicted Tuesday of running a $7 billion Ponzi scheme. He was found guilty on 13 counts of a 14-count criminal indictment, including fraud and conspiracy.
22 Days of Tax Planning: What I Do in My Practice, Pt. 2: Tax Aware Investing
The benefits of taxable, tax free and tax deferred investing.
22 Days of Tax Planning Tips: What I Do in My Practice, Pt. 1
In the first of a series of postings, advisor Mike Patton describes practical steps he takes with clients in this year's tax season.
Dividends and the End of the Retirement Crisis; Easing Economic Pressure: March Investment Advisor—Slideshow
Everyone is talking about dividends these days, but Fred Taylor at Northstar Investment Advisors has been using them as a retirement income solution for the past 17 years. Clearly, this is a strategy with some staying power.
Investment Picks and Pans From 7 Portfolio Managers
As the year comes to a close, portfolio managers are positioning assets with a forward look to 2012—and considering the state of the global economy, they’ve got an upward climb ahead.
4 Surprising Ways to Grow Your Practice; Exclusive Cerulli Retirement Income Survey: November Investment Advisor—Slideshow
In October 2011's Investment Advisor cover story, Angie Herbers shows how to build a business that can grow without you micromanaging every aspect. Also, findings from our Cerulli's advisor survey on retirement income, and more.
Building Trust With Tech; Debating Dividends; Run a More Efficient Practice: October Investment Advisor—Slideshow
Frank Maiorano, Trust Company of America’s new CEO, is leading the firm’s growth initiative with an innovative technology play that may well “forever change the way wealth management is performed.”
What Advisors Are Telling Panicky Clients About Market Volatility: Roundup
The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do
‘Selling’ Yourself With New Clients
Anybody following the latest politico-celebrity-insider trading scandals via Twitter, WikiLeaks or Facebook might well assume that everyone in a position of authority has feet of clay.