Star Trek Econ 201: Utopia, the Final Frontier
Rather than focus on "getting more" for clients, planners can help clients reach a higher level of happiness.
Finding Your Niche: It’s Not Just for Californians Anymore
Many of the most successful advisory firms I know were built around what the advisors liked to do and the kind of clients they wanted.
Endorphinomics: Working on Happiness
A new book by consultant Steve Moeller explains why some very successful advisors are very unhappy.
Qatar’s New Diversification Fund Attracts Investors
If ever there were an example of investing internationally to reap the benefits of diversification, perhaps Qatar’s new venture is a shining example.
The Right Questions
Mitch Anthony, the author and president of the Financial Life Planning Institute, tells a story about a friend of his from Chicago, a "classic high-net-worth...
From the Sublime To the Practical
The letter arrived via e-mail from a reader unhappy with our February 2002 cover story. Well, not unhappy with the story, exactly, say rather displeased...
Blowing your own Horn
If you were running for office, you'd vote for you
Your Attention, Please!
When it comes to self-promotion, is "selling" a di