Fidelity Cuts Costs on Technology, Trading
By James J. Green"Competitive response" includes waiving trade commissions for new accounts
September 01, 2009
Value Versus GrowthOver time, value stocks have outperformed growth stocks and have done so with a lower standard deviation (see first table below). The coefficient of variation...
September 01, 2009
Astute InterviewerLike a sharp journalist inducing a subject to open up in an interview or a doctor taking a patient's medical history, Eric Hutchinson knows how...
September 01, 2009
Best Practices Pay Off for AdvisorsThousands of financial advisors coached by CEG Worldwide have one thing in common: they want to improve their businesses and be more successful. We know...
September 01, 2009
B/D Briefing: Ramping Up TechnologyAs the financial services landscape reshapes itself, the largest clearing firms have been working to enhance their offerings to broker/dealers on a number of fronts,...
August 31, 2009
Schwab Reports 54% Jump in Advisors Turning IndependentSchwab Advisor Services said that a "persistent undercurrent of uncertainty" at the wirehouses was prompting many wirehouse brokers to take the independent route.
August 28, 2009
How a Plan Cemented a Client RelationshipOne of the best things about being independent is the freedom to create the type of client-focused practice you can feel good about. Another...
August 24, 2009
Calculating the Client's Savings RateThis week I updated a client's financial plan and refined my financial planning template by adding an additional metric. I have added an output page...