What I Learned in Washington
By Mike PattonI spent part of this past week in Washington, D.C., attending the Investment Advisor annual conference. While there, I met some great people and was...
November 25, 2007
Using Your NogginHow many times have you had an idea and wondered why you didn't think of it sooner? Also, how many times have you had an idea,...
November 15, 2007
Getting Out of the MudI remember early on in this endeavor saying, "It's not the company with the best business plan that succeeds, but the company which executes their...
November 12, 2007
What Fiduciary Means Right NowOne day last week over breakfast, I was watching CNBC as I usually do, when I noticed the Dow Futures were down 126 points due...
November 05, 2007
Customizing Your CRMThere are a lot of tasks that must be performed in order to build a successful advisory business. Each task must then be analyzed and...
November 01, 2007
The Source of Our NumbersThis article is based on the results of the 2007 Rydex AdvisorBenchmarking survey, completed by 912 RIAs between March and June 2007. Since 1999, Rydex...
November 01, 2007
Keeping It All in BalanceSchwab Institutional # of RIAs: Approximately 5,000 firms Web-based?: Yes, except for Portfolio Center. Cost: Primarily free. Does charge for Portfolio Center. Supports: Advent, dbCAMS, IAS and others Current...
October 30, 2007
Schwab Announces 2007 Impact Award Winners at ConferenceThe winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...