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Financial Advisor
November 2008 |
Advisor Emporium News and Products: Fee And Commission Platform Launches... IVA Creates New Funds... Fidelity Creates Charitable Pool... ICON Offers SMA Portfolios... NPH Offers Streamlined Advisor Platform... Guardian Adds Annuity Rider...   |
Financial Advisor
November 2008
Evan Simonoff |
Editor's Note There were plenty of regulations on the books that could have prevented this current crisis if they'd been enforced, and new laws could well be counterproductive. |
Financial Advisor
November 2008 |
Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc. |
Financial Advisor
November 2008
Karen DeMasters |
Southern Hospitality Over the past decade, Cheryl R. Holland has transformed Abacus Planning Group in Columbia, S.C., from a successful boutique wealth management firm into a major regional presence. |
Financial Advisor
November 2008
Andrew Gluck |
Crisis Communication If you take a step back from the torturous panic terrorizing markets to see the bigger picture, it's clear that the self-destruction of Wall Street's giant brokerage firms creates the opportunity of a lifetime for independent advisors. |
Financial Advisor
November 2008
Rebecca Pomering |
Do You Need A CEO? While long the norm in most other industries, full-time, dedicated managers are relatively new to financial advisory firms. |
Financial Advisor
November 2008
David Lawrence |
Averting Disaster Advisors often discuss the financial planning process to clients in terms of worst-case scenario planning. Yet the financial advisor often doesn't ask these same questions of himself for his own firm. |
Financial Advisor
November 2008
Mary Rowland |
Tackling Longevity Risk Ethan Kra, worldwide partner and chief actuary for retirement at Mercer, the New York-based benefits consultants, has a solution to the longevity risk retirees face -- but the product he has in mind is not yet on the market. |
Financial Advisor
November 2008
Evan Simonoff |
The Landscape Is Shifting, Not Shaking Two 40%-plus bear markets in one decade, an event not witnessed since the 1970s, coupled with a bursting housing bubble that triggered a credit crisis, will change investor behavior in ways that are only starting to emerge. |
Financial Advisor
November 2008
Gail Liberman |
War Breaks Out For Wirehouse Brokers The economic crisis on Wall Street, among many other things, is causing wirehouse brokers to reconsider the value proposition offered by the giant financial service firms. |
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