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Displaying 206 results

Topic
  • July 27, 2007

<i>InvestmentNews</i>’ awards programs

Honor the philanthropic spirit of financial advisers and of researchers and institutions that provide the most helpful contributions to advisers regarding retirement planning.

Topic

Correction

An article about Credit Suisse/Tremont hedge fund indexes revising performance data did not include a correct comparison of indexes.

Topic
  • June 18, 2007

Spotlight on Patricia Barrett

In this week's Spotlight on meet a certified divorce financial analyst who's been a top-ranked Scrabble champ.

Topic
  • June 4, 2007

Spotlight on Rick VanDerNoord

When his workday is done, CFP Rick VanDerNoord heads home to the family farm.

Topic
  • May 21, 2007

Spotlight on Holly Hunter

CFP Holly Hunter has an emphatic message for clients: Money won’t buy happiness.

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  • May 21, 2007

RIIA to present awards at annual meeting

The Retirement Income Industry Association will honor advertising groups and academics at its annual dinner.

Topic
  • May 10, 2007

Accept no substitutes, warns SEC

The Securities and Exchange Commission today alerted financial firms that several unknown individuals have attempted to impersonate SEC staffers when calling.

Topic
  • May 7, 2007

Seeking a few good philanthropists

Do you know a financial adviser who is committed to improving their community? InvestmentNews would like to honor them.

Topic
  • April 23, 2007

Spotlight on David Young

Before he was a financial planner, David Young was a pastor in the Episcopal Church. Read about how Mr. Young weaves his spirituality into his business and how his personal life mission affects his work with clients in this week’s Spotlight on.

Topic
  • April 9, 2007

Spotlight on Kerstin Eriksson-Splawn

In this week’s Spotlight on Kerstin Eriksson-Splawn a CFP and principal of Wealth By Design LLC in Saratoga, California, talks about coming to America and how her far-flung contacts enrich her life.