Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
Vision and Execution
By Patricia J. AbramAlbert Einstein once famously said, "Vision without execution is hallucination." It's equally true, however, that "Execution without vision is chaos." These principles are two sides...
October 01, 2008
Advisors in MotionWall Street's ugly industry stumbles will likely result in a stream of broker defections next year as advisors seek to distance themselves from sullied firms...
October 01, 2008
The Investment ClassicsIn the middle decades of the 20th century, investment strategy took on a newly serious demeanor. Stock picking began to be something investors could think...
October 01, 2008
Waiting for the Other Shoe to Drop?I chose this elegant eatery near the World Financial Center and half a mile uptown from Wall Street for a reason. A little more than...
October 01, 2008
Universal StandardsIn my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...
October 01, 2008
How the Election Will Affect the Markets and EconomyMcCain or Obama? Prosperity or recession? Do characterizations by party affiliation still hold water? Not necessarily. We've seen Democratic presidents accumulate impressive budget surpluses, and Republican...
October 01, 2008
Significant ValueCommodity prices may shift in the short term, but the long-term demand outlook for energy and new deals are steadily propelling the sector in positive...
October 01, 2008
Greenspan's LegacyA newspaper story once alleged that some traders at a Wall Street brokerage house had a shrine dedicated to Federal Reserve chairman Alan Greenspan, in...