2010-03-08

My March column in Investment Executive describes a talk one evening last fall in which I spoke to 200 investors, filling in at the last moment for a speaker who'd had to cancel because of a family emergency.  I asked the audience to imagine that it was January 1 of 1970, forty...

2010-03-10

Recently, an investor described why he'd moved his $500,000 account, even though he liked his advisor - and one simple thing his advisor could have done to avoid losing that account.

Brandes...

2009-02-02

Wayne Baxter, an advisor with Investment Planning Counsel, describes how he organizes his quarterly conference calls for clients, the costs, the participants on the call and his overall communication strategy. He spoke with Dan Richards, president of Strategic Imperatives Corp....

2009-08-24

Seven tips to make it worth your while to pay someone for financial advice In today's value-driven world, we all look to get the most out of every dollar we spend. Recently, I hosted a series of luncheons with successful financial advisers. We talked about the clients with...

2009-11-26

Sponsored by Northern Trust

2009-08-01

Turn crisis into opportunity by specializing in clients who have lost their jobs. “Crisis breeds opportunity” is a common expression among optimists in the investment business. These days, of course, it’s a lot easier to see the crisis around us than the opportunity,...