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Registered Rep.
October 29, 2013
Diana Britton |
Designation Fatigue? Fewer advisors are pursuing or holding designations this year, according to WealthManagement.com's 2013 AdvisorBenchmarking RIA Trend Report.   |
Registered Rep.
October 29, 2013
Megan Leonhardt |
Cold Call: Calvin Elam At 51 Calvin Elam is still an active member of the South Carolina Air National Guard and has to handle clients while attending training exercises. |
Registered Rep.
October 28, 2013
Anne Field |
Building a Business From 3,000 Miles Away Linda Lubitz Boone of Miami-based Lubitz Financial started a romance with a man living in San Francisco, and split her time between the cities. She is still making regular commutes and running her Florida business remotely for two weeks out of the month. |
Registered Rep.
October 24, 2013
Mindy Diamond |
When Good Advisors Get Fired Sometimes you have to start over in order to have a happy ending, and that can be especially true in this industry. |
Registered Rep.
October 23, 2013
Kevin McKinley |
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. |
Registered Rep.
October 21, 2013
Stan Luxenberg |
A Tactical Turnaround When the market crashed in 2008, most stock funds collapsed. But a handful avoided serious losses, shifting to cash or taking other defensive measures. The winners attracted assets. |
Registered Rep.
October 15, 2013
Diana Britton |
Lebenthal's Big Bet on Wealth Management Alexandra Lebenthal, whose grandparents founded her eponymous firm in 1925 as a shop that sold municipal bonds largely to retail clients, is making a big bet on wealth management and independent RIAs. |
Registered Rep.
October 14, 2013
Matt Oechsli |
Mastering the Personal Introduction An important point to remember is that by asking for an introduction, you are helping your client help you by identifying a specific person you'd like to meet. |
Registered Rep.
October 11, 2013
Mark Miller |
Should Older Clients Pay Off their Mortgages? Are you in denial about your older clients' mortgage debt? Pre-retired households are carrying larger mortgages in the wake of the housing bubble and bust, and many are carrying that debt into retirement. |
Registered Rep.
October 7, 2013
Stan Luxenberg |
Is Smart Beta a Smart Idea? Can smart beta funds shine over the long term? Yes, said Rob Arnott, chairman of Research Affiliates, which operates the RAFI family of smart beta benchmarks. |
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