To Pull in African-American Clients, Pinpoint Local Black Churches
By Savita Iyer-AhrestaniLee Hyder, Akron, Ohio-based financial advisor and founder of Lee Hyder & Associates, is the first to agree that most financial advisors have not…
February 14, 2011
Budget Cuts and Bernanke Speaks: Advisor Briefing for the Week of Feb. 14, 2011Hearings scheduled on the budget and Dodd-Frank implementation, and inflation reports on the PPI and CPI, highlight the likely market-moving news of the week.
February 14, 2011
The Interest Rate Question and Municipal Bonds, Part III: Is Now the Time to Buy?It’s likely, argues Ben Warwick after digesting the insights of PIMCO and James Grant, that the tax-free sector will get even more attractive.
February 14, 2011
Four Steps to Restore Investor Trust, and Build Your Wealth Management FirmMany investors have been thrown into a role they didn't seek and are unprepared to handle. The four steps advisors must take to help clients and mitigate their firms' risk at the same time.
February 14, 2011
Building Processes and Procedures, Part III: CRM and Client SegmentationIn the third consecutive post by advisor Mike Patton on how he develops better business processes, he focuses on why he chose Redtail as his CRM system, and how he handles client segmentation.
February 11, 2011
The Municipal Bond Trade, Part II: Is Now the Right Time to Buy?The fundamentals are certainly interesting, and buying opportunities certainly exist in some types of munis, says Ben Warwick of QES and Aspen Partners.
February 11, 2011
A Good January for Closed-End FundsThe RiverNorth Closed-End Fund Index is up 1% in January, with an average discount of 3.28%
February 11, 2011
Portfolio Fix: Adding Global Bond Funds for DiversificationThree global-bond funds stood out from the rest as being worthy of further consideration.
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