Liquid Alts; Women and Money; Growth by Design: Investment Advisor August Features—Slideshow
After stocks’ performance the past few quarters, some investors might be tempted to stick with what looks like a good thing.
Three Really Good Pieces
Good journalism not only educates and informs, it challenges the reader to rethink previously held beliefs.
Katty Kay, one of the two authors of “The Confidence Code,” told us she had always felt that others were slightly smarter than she was.
The 2014 SMA Managers of the Year; Dealing With Depression: Investment Advisor July Features—Slideshow
Once again, Investment Advisor teamed up with Envestnet | PMC to spotlight some of the top separately managed account managers in the business.
2014 IA 25; Why Clients Fire You; Advising Doctors: May Investment Advisor—Slideshow
It’s that time of year again.
Newcomers and Natives in the Land of Wealth
"Most of these 'immigrants' were born and raised in a more modest middle-class or working-class culture, with different attitudes and behaviors," says Jim Grubman.
Getting Clients to Follow Your Advice: The Power Struggle
As Kol Birke reminds us, people change their minds not when you’re talking, but when they’re talking.
Getting Clients to Follow Your Advice: Fired by the Heirs
Advisors will increasingly have to address the transition of wealth to the younger generation. But what if you don’t have a relationship with the kids?
Getting Clients to Follow Your Advice: The Overspending Retiree
Olivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than you—and they—planned to spend.
Getting Clients to Follow Your Advice: The Passive Spouse
Olivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.