Displaying 220 results
Keeping pace with change
At a time when the financial advice industry is being challenged by economic head winds and dramatic, if…
A changing of the guard at InvestmentNews
When I became editor of InvestmentNews nine years ago, we had seven reporters and a handful of editors who produced a weekly print newspaper.
Those are expensive pennies from heaven
Remember that penny someone once gave you for your thoughts? These days it is worth 2.4 cents —…
No one expected the info inquisition
No financial adviser wants to meet with a client and discover that the client knows something he or she doesn't.
Medical bills can tarnish credit reports
As the editor of InvestmentNews, I receive a great many interesting e-mails from readers each week. One…
Once again: Don’t kill the messenger
In the fast-changing and complex financial advice business, developments of particular interest and importance to financial advisers can…
Note to advisers: Embrace social media
Advisers need to get with the program and embrace social media. That was the message delivered by a savvy panel about the new tools at the recent TD Ameritrade conference in Orlando, Fla.
When the tax man cometh for our troops
In addition to worrying about terrorists and buried bombs, it turns out that about 60,000 active-duty troops and reservists have another fear-inducing group gunning for them: the Internal Revenue Service.
It’s bonus madness at MF Global
According to a plan being hatched by the overseers of the bankrupt MF Global Holdings Ltd., three of its highest-ranking executives would receive big bonuses to help with the process of winding down the firm.
Advice about college planning
About eight months ago, a recently divorced friend called me in a panic. John and his ex-wife, Mary, as I'll call them for the sake of privacy, were sorting out their financial affairs and realized that there was little money available to pay for college for their only child, who will be heading off to school in 2013.
Mom’s adviser actually listened to her
My parents were married for 56 years, so when my dad passed away in 2006, it was no surprise that my mom suddenly found herself lost and alone.
Educating college students about debt
College students are drowning in credit card debt. Study after study confirms the dismal state of undergraduates’ financial…
Honoring advisers who invest in others
For the sixth consecutive year, InvestmentNews has the privilege of partnering with the Invest in Others Charitable Foundation…
More than a wrist slap needed for insider traders
Raj Rajaratnam, the hedge fund tycoon convicted of conducting the world's biggest insider-trading scheme, faces sentencing Oct. 13
It’s bonus madness at MF Global
According to a plan being hatched by the overseers of the bankrupt MF Global Holdings Ltd., three of…
Resolutions from the corner office
While planning my own New Year's resolutions, I wondered what those at the top of the financial services industry are thinking.
Americans need a dose of self-discipline
There is a lot of blame to go around in the nation’s housing and mortgage mess. Banks, which…
InvestmentNews continues to evolve
Albert Einstein, who was a pretty smart guy, said: “Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.”
Advisers’ altruism is an inspiration
Working with the Invest in Others Charitable Foundation over the past five years has given me a chance to witness the selflessness of people in the financial services industry
What worries advisers as we enter 2012
With forecasters projecting slower U.S. economic growth and higher unemployment next year, not to mention a very wobbly world economy, I decided to check in with some financial advisers.
