Honoring Advisors Who Serve(d): Memorial Day, 2013
By James J. Green, Ronald PechtimaldjianIn a slideshow honoring advisors and their partnersand one famous non-advisor, PIMCOs Grosswho served in the armed forces, we present 18 veterans deserving of praise.
May 22, 2013
Is Your Broker-Dealer a Screaming Eagle or a Box Wine?Whether youre a high-end wine or a high-end broker-dealer with a cult following, its all about the experience.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?
May 21, 2013
What It Means to Be an AdvisorAn outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.
May 21, 2013
Advisors’ Tech Strategies Help Boomers but Ignore Gen X and YRIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.
May 21, 2013
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing EdIn the second of a three-post series on the CFP Boards proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Boards proposal is rife with conflicts of interest.
May 20, 2013
Bernie Clark: The 2013 IA 25 Extended ProfileClark has shown quiet but confident leadership not merely in growing Schwabs custody unit, but in addressing many of advisors' most trying issues.
May 20, 2013
Junxure’s Friedman: Use Tech to Ensure Smooth ExamsThe speed, ease and accuracy with which the information is retrieved will go a long way in determining the outcome of the exam.