Commonwealth Financial’s McMillan Launches Blog on Economy, Markets
The BD’s chief investment officer’s musings are aimed at educating advisors and their clients.
4 ‘Absolutes’ for Successfully Connecting With Clients
"What is the No. 1 indicator of success?" marketing executive Maribeth Kuzmeski asked attendees at the Cambridge Women Advisors Forum in Denver.
‘Living Wills’ Expose Banks’ Fragility, but Won’t Forestall Disaster
Sunday is the deadline for the biggest banks to submit "living wills" providing regulators a roadmap to break them up if the financial system is threatened. But Simon Johnson says the time to break up too-big-to-fail banks is now.
Most Advisors Caught Failing Clients in Research ‘Sting’
Results of findings by National Bureau of Economic Research, which had undercover actors portraying clients, showed Boston-area advisors putting their own interests first.
Tim Guinness: China, Energy and Really Good Beer—Weekend Interview
“China is the best-run country in the world," the Guinness Atkinson Funds CIO says.
Evidence Over Ideology
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
Top 20 Colleges in Fundraising: Who’s Best at Tapping Alumni?
U.S. colleges raised $30.3 billion in 2011, an increase of 8.2% over a year earlier, according to the annual Voluntary Support of Education survey by the Council for Aid to Education.
An Executive MBA: The Ultimate New Year’s Resolution for Financial Advisors
With 2012 just days away, financial advisors looking for that new year’s resolution that just might stick should consider an Executive MBA program that may have more lasting results than most diets.
The Market Really is More Volatile Today
WARNING: THE LIFEGUARD’S NOT ON duty. Swim at your own risk.
That’s the way investment advisor Richard Bregman views today’s market. “If you go into the water, there might be riptides, sharks,” says the CEO of MJB Asset Management, a New York-based firm that manages a little over $100 million in...
Outlook 2012: Retirement — Boomer Surveys Tell Us They’re Happy (Even If Broke)
The most beloved statistical study in the advisor world—namely, the retirement survey—was a veritable cottage industry in 2011, the year the first of the baby boomers began marking their milestone 65th birthday.