Firing Clients When They Become Too Directive: Why I Did It
By Mike PattonWhy advisor Mike Patton finally resigned as advisor to a client who wanted too much control over the portfolio.
April 29, 2011
The Week in PicturesAnother week here and gone, filled with economic news, natural disasters, the President's birth certificate, political rumblings, and more. Scroll down to see the week ...
April 29, 2011
The Week in PicturesAnother week here and gone, filled with economic news, natural disasters, the President's birth certificate, political rumblings, and more. Scroll down to see the week ...
April 29, 2011
Dearth of a SalesmanI recently got to watch a tremendous documentary entitled Salesman, from 1969. I read about it on a film blog as one of those films ...
April 29, 2011
Beneficiary Designations and Divorce Decrees: A Cautionary TaleBoyd v. MetLife case highlights drawback of overlooking clients’ beneficiary designations.
April 29, 2011
Starting the ‘Conversation’ With Aged Parents: A Financial Geriatric TipTips on how to have the difficult 'conversation' with aged parents on changes in health that will affect their lifestyle, driving, personal appearance, managing finances and more.
April 29, 2011
IRS High Net Worth Initiative: Fearsome Beast or Paper Tiger?Syracuse University study suggests IRS’ two-year-old HNW initiative may be “using more rhetoric than resources”
April 29, 2011
Disarray at SEC Is Complicating RIA ‘Switch’ to State OversightThe delay is the latest sign that the underfunded SEC is struggling to carry the burden heaped on it by Dodd-Frank.
Commentary