What a Difference a Week Makes
By Mike PattonIn my last blog I wrote about the feeling of being overwhelmed by all of the tasks set before me. As we all know, if...
July 05, 2007
The Source and Structure of FeesWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
July 01, 2007
McWhinney Out, Goldman InDeborah McWhinney, president of Schwab Institutional (SI) since 2001, resigned her position on May 18, and has been succeeded by Charles Goldman, SI's COO. As...
July 01, 2007
Birth of a ProfessionThe independent adviser profession--or "investment counseling," as it was originally called--owes its existence to a convergence of events and influences in the first quarter of...
June 28, 2007
Advisor Fee Deduction Part IIIn the world of advice, discussion can be a very healthy thing. Even if you don't agree with a particular point of view, it can...
June 20, 2007
When Should I Deduct Fees?There is a lot to keep up with when you run your own advisory firm. Not that this is a surprise, but staying abreast of...
June 15, 2007
The Four Sources of My IncomeI'd like to begin this blog by recapping my progress to this point. My business income will come from four primary sources. First will be financial...
June 07, 2007
Focus on the Optimal ClientSuccession planning was a recurrent theme at Pershing's 2007 Insite conference