On the Bubble
The diversity of interests and geography and business models exhibited by advisors makes it a daunting task to choose just 25 "most influential" people. In...
THE GLUCK REPORT, Part I: Why Investing Costs Matter
In covering personal finance for the last 22 years, I've met lots of financial advisors, but one of my all-time favorites is Tom Connelly. A...
Advisors Test Drive PCR
So what do advisors think about PCR? Hillview Capital Advisors of Ardmore, Pennsylvania, is an advisory firm Chris Snyder referred me to as an example...
New Kids In Town
When it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...
Bear and Grin It
The upside to a down market is that clients may re
Get "face time" with clients without speaking to a