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TechTalk: <i>IN</i>’s new blog for advisers
Exclusive panel of advisers, experts to share insight on adviser technology.
Wading through the alphabet soup
The financial advice industry has long been criticized for having too many professional designations — some good, some OK and far too many just worthless.
Obama right to focus on college affordability
Prez asks Congress to change the Higher Education Act so that affordability and value are included in determining which colleges receive certain types of federal aid
Advisers’ selflessness is humbling
Know an adviser who is making a difference in the community? Submit a nomination form for this year's Community Leadership Awards.
Gluttony on the high seas
You can certainly learn a lot about consumer behavior on a cruise ship. When I boarded Royal Caribbean…
Jim Pavia: My last column for InvestmentNews
After a decade-long run, it's time to go
Female advisers: The missed opportunity
Considering that 69% of financial advisers are male, it appears that the profession is not exactly a bastion…
Homing in on some painful lessons
By nearly all accounts, the housing market is back. March home prices were nearly 11% higher than a…
For me, the crisis was un-bearable
There’s a political joke that goes like this: “If you’re young and not a Democrat, you’re heartless. If…
Getting tough on use of e-mail as a dodge
L ike most news organizations, InvestmentNews runs 24/7. Gone are the days when reporters grabbed their hats…
Congressional criminals still can collect public pensions
Former Rep. Jesse Jackson Jr. is the latest member of Congress to fall from grace.
Trillion-dollar coin isn’t the answer
Seriously? A trillion-dollar coin? I don’t know whether to laugh or begin stockpiling food, water and anything else…
Fiscal cliff? Not gonna happen
As I write this column, we are 32 days, 9 hours, 11 minutes and 12 seconds away from…
The election’s wealth of lessons
For financial advisers, the 2012 presidential race offers many important lessons. First, always be honest and direct with…
Goldman Sachs ‘tell-all’ tells little
After reading the opening chapter of Greg Smith’s Wall Street tell-all, “Why I Left Goldman Sachs,” it is…
Presidential debate: Obama 0, Romney 1
For the most part, I like Barack Obama. I went into last Wednesday's debate between the president and…
What you get is what you give
I have never considered myself a slacker. My workday generally be-gins at 4 a.m. and is consumed mostly…
Help your clients’ kids avoid maxing out
Like most parents, I will do almost anything to help my four boys avoid making the mistakes I…
No second chances when it comes to securities fraud
At the risk of sounding like a Hallmark commercial, I believe in second chances. I believe that no…
In SRO Olympics, Bachus flip is a head fake
You have to hand it to House Financial Services Committee Chairman Spencer Bachus. He knows the power of…
