Forming a Client Advisory Board, and Making a U-Turn on My CMS
By Mike PattonAdvisor Mike Patton gets ready to launch his client advisory board, and decides to eschew Redtail and return to ACT as his CRM platform.
April 10, 2011
February Yields Mostly Positive Results for Closed-End FundsThe RiverNorth Closed-End Fund Index’s best performing asset class in February was Convertible Bonds, returning 7.23%, driven by 3.7% discount narrowing.
April 08, 2011
Government Shutdown Stretches U.S. CredibilityBalancing a budget – a task that is done by every responsible family in the country – is no doubt more complex at the federal level.
April 08, 2011
How Advisors Can Implement Liquid Alternatives in Strategic PortfoliosThe latest in a series on portfolio construction with alternatives: using cluster analysis to build and then test alternatives in a portfolio
April 07, 2011
Editor's Blog: Who Runs Bartertown?When internecine Washington politics begins to resemble the grittier aspects of Hollywood action films, we all might want to rethink things a little.
April 07, 2011
Who Run Bartertown?I am a sci-fi movie junkie, and one of my all-time favorites is the Mad Max series. These tales are of a post-apocalyptic Australia where ...
April 07, 2011
Who Run Bartertown?I am a sci-fi movie junkie, and one of my all-time favorites is the Mad Max series. These tales are of a post-apocalyptic Australia where ...
April 07, 2011
The Mainstream Press Drama Over the ‘Drawbacks’ of AnnuitiesDo annuities—especially variable annuities—deserve their bad reputation, or are annuities just an easy target of the mainstream media?
Commentary