The Age-Old Dilemma of Old Age
One of my first jobs involved writing obituaries and reading them on the air for a small-time radio station in Michigan's Upper Peninsula.
Better-Paid Employees Build Better Firms: FA Insight
Often, in their zeal to “contain costs,” as Oscar Wilde said, those in charge “know the cost of everything and the value of nothing.”
8 Benefits of Clear, Consistent Messaging
Last April, we launched an online questionnaire — called Kaleido Scope — that gives advisory firm owners an overview of how their business compares with a well-run firm.
Going Independent: Several Choices, Several Solutions
Here's how to navigate the numerous options available for a dramatic career shift.
‘Miracle on Ice’ Goalie Jim Craig Tells Advisors: Focus on Clients’ Dreams
In opener to FPA national conference, diversity and retirement awards are presented, while goalie for the 1980 Olympic hockey team regales attendees.
CFP Board Touts ‘Amazing’ Boost in Brand Recognition
Annual $10 million in advertising paying off, says CEO Kevin Keller, with awareness of the mark among Board's target demographics now matching that of CPAs.
Moneyball for Advisors
To successfully compete with your bigger and better-funded competitors, play an independent advisor’s version of Billy Beane’s Moneyball.
4 Reasons Clients Need You Now
Stock markets down, international tensions up, China tottering. Here’s what to say to clients beyond “Stay the course!”
Moynihan Remains BofA Chairman After Vote, Fends Off Critics
Bank of America CEO survives campaign by pension funds to split his roles.
Ritholtz: The Price of Losing Bill Gross or Jeff Gundlach
Once an ace manager departs, it seems it's only a matter of time before the outsize reputation of that fund departs as well, Ritholtz writes.