Future Imperfect
By Olivia MellanTarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.
November 30, 2010
Confidence Levels Higher for Advisors, Investors and ConsumersAdvisors, investors and consumers expressed a boost in confidence in November, with major indexes measuring their attitudes all reporting increased levels in the last month.
November 26, 2010
Actions Taken at Nov. 19 SEC Meeting Likely Will Affect All AdvisorsAt its Nov. 19 open meeting, the SEC approved several key proposals designed to implement provisions of the Dodd-Frank law that will affect every investment advisory firm in some fashion.
November 15, 2010
How I’m Improving My WebsiteAdvisor Mike Patton writes about his latest developments on the Road to Independence: this week, how he's redesigning his Website.
November 10, 2010
Putnam Panel Touts Absolute Return as Answer to UncertaintyA line-up of absolute-return fund experts spoke Tuesday before a group of more than 100 advisors from large and small asset management firms to persuade them that now is a good time to invest in the relatively new and risk-focused asset class.
November 09, 2010
Moving to the Cloud for My CRMMike Patton's latest landmarks on the Road to Independence? Moving his office back home, changing his CRM software, and shifting his practice's Web site and client portal.
November 08, 2010
Video: A Conversation with a CustodianFrank Maiorano, CEO of Trust Company of America, shares how technology is helping custodians grow in a tough market. ...
November 08, 2010
Video: The Fiduciary ObligationJeff Golden, of New York-based Circle Advisors, discusses advisors' fiduciary obligation with John Sullivan at the FPA Conference. ...