Ivy League All-Star Investment Team: At Point Guard, Jeremy Lin
Consider: If advisors act as asset allocation point guards for their clients, which Ivy Leaguers would you want on your team?
Who’s Really ‘Rich’?
A national debate about “rich” versus “poor” has erupted. We’re told the contest is between the top 1 percent of all income earners against the bottom 99 percent. We are also told the top 1 percent represents not just the dreadful essence of evil, but that they are “rich.” What...
The Power of Words
WRITER DOROTHY PARKER cracked that the two most beautiful words in the English language were “check enclosed.” The three most beautiful words for winning financial advisory clients are “I get it!”
Top 10 Favorite Athlete-Philanthropists
Some might say sports stars make too much money, but many of them do what they can to help others in need.
Top 10 Worst Financial Meltdowns by Athletes
These superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.
Top 10 Best & Worst Sports Business Deals
AdvisorOne looks at how the business of sports has gobbled up the landscape from Citi Field to Lambeau Field and Tiger Woods to Li Na.
Sun Life’s Mullen Says Firm Focusing on Growing Market Share in U.S.
Strategy shown by sponsorship deals with Dolphins and Celtics, LPL platform presence and growth in RIA channel.
Why Choice Matters
Advisor choice is the natural outgrowth of competition.
Ask a group of 10-year-olds what they want to do when they grow up and you're likely to get answers like, "Play in the NBA,"...
Part of the Solution
As Mark Hurley wrote over a decade ago, compared to other professions, independent advisors are woefully underserved by their traditional industry vendors. Consequently, independents have...