Editor's Choice: Week of July 13, 2009
By James J. GreenWhat's happening this week.
July 08, 2009
Shopping for a Custodian?Scottrade Advisor Services, for independent RIAs, has enhanced their Web platform and now hosts an online RIA community.
July 08, 2009
10 reasons your clients need you - and only youMost clients have one internist, one dentist, one estate planning attorney, one CPA and one P&C agent. If you asked these clients whether they considered having two internists or two estate planning attorneys they might look perplexed at you and
July 06, 2009
Millionaires Report Average 4% Loss in 2008Fidelity survey also finds the wealthy consider advisors protectors and therapists
July 01, 2009
The Wirehouse BoutiqueWhen breakaway broker Robert Sayler defected from Morgan Stanley on a Friday afternoon in the spring of 2008, he left a 14-year wirehouse career behind...
July 01, 2009
Catching Up With...These are challenging times for the mutual fund industry. Once upon a time, fund companies worried that their best money managers were deserting '40 Act...
July 01, 2009
Regulatory Reform AngstIt's clear that advisors are worried about the impact of regulatory reform measures--specifically now that President Obama's blueprint (announced June 17 and available for download...