Why you need a succession strategy
By Staff WriterCerrulli Associates estimates that more than 56 percent of broker/dealer affiliated advisors are over 50, and the average age is 52. With 40 percent of...
May 28, 2008
Behavioral finance turned on its headFinancial Times columnist John Authers recently apologized to U.K. mutual fund investors for regularly haranguing his Brit compatriots for acting dumb; they buy into funds...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
May 28, 2008
Oil - $200 a barrelIn what will surely renew the call for energy independence, OPEC's president on Monday warned that oil prices could hit $200 a barrel and there...
May 28, 2008
Why don't politicians take Econ 101?I'm not na?ve. I understand the current political climate. But let's see the stimulus package for what it is; a political gift, not any kind...
May 28, 2008
What "kinder capitalism" really meansBill Gates' recent speech on the failings of capitalism went over big with the Davos crowd, but isn't playing well in the financial press. Sure,...
May 28, 2008
Keeping up with clientsAccording to Mitch Anthony and Scott West, in their book, "Your Client's Story," there are three questions an advisor needs to ask to discover a...
May 28, 2008
Boomer retirement: "When it's over, will America look better, worse, or just different?"Megan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...