Displaying 220 results
Finally! A high-tech mood ring for advisers’ anxious clients
Financial advisers are always searching for ways to keep clients from investing irrationally, especially in volatile economic climates. This has surely caused sleepless nights for countless advisers.
XBRL plan a win-win for industry, investors
No one can accuse Christopher Cox of being a neophyte when it comes to technology.
BrokerCheck could use a checkup
Financial advisers are well-aware that client trust is the key to success, and without it, they simply would have no business.
Check out these pay-for-un-performance packages
If you're in the mood for some blood-pressure-raising non-fiction, take a look at The Corporate Library's latest report on executive compensation.
Congress should keep heat on the SEC
Wagging his finger from the bully pulpit of Federal Hall, President Obama reminded financial leaders last week of the urgent need for new, tighter financial regulation.
Acts of kindness prevail in adviser community
Although the Bernie Madoffs and R. Allen Stanfords of the world have dominated media attention, the fact is…
Sorry, Charlie; the game is over
If only you had read my column a year ago and resigned, as I suggested, you could have been enjoying yourself this summer rather than be dealing with an ever-widening mess.
My hero, Judge Jed Rakoff
Federal Judge Jed Rakoff, who challenged the $33 million settlement worked out between the Securities and Exchange Commission and Bank of America Corp., is my new hero.
Welcome to the wider world of <i>InvestmentNews</i>
Whenever I attend industry events, advisers often stop to tell me how much they enjoy InvestmentNews — our print edition, the website, our daily alerts, webcasts and monthly e-newsletters.
A few schoolyard rules on executive pay
The Obama administration's plan to review the executive compensation packages of banks and big businesses that have received federal bailout money has sparked active debate.
The creator of InvestmentNews has left the building
When Bill Bisson called me into his office the week before last to say he was retiring after 34 years with the company, I said: “Good for you; bad for us.”
Memo to the government: Dead people don’t spend
In an effort to energize the economy, stimulus checks are being mailed to millions of people. Unfortunately, thousands of the recipients are dead.
This adviser really connects with his clients
I would trust Richard Salmen with my hard-earned money.
For advisers, technology is not an elective
Many financial advisers are falling short in their knowledge and use of technology.
Web-based tactics publicly embarrass tax cheats
Tax day is Wednesday, and once again the Internal Revenue Service won't collect billions of dollars owed by taxpayers.
The loneliness of the long-term adviser
As clients continue to freak out and look for "safe" investment solutions, financial advisers and financial planners are struggling with their own stresses.
Keep your clients aware of latest scammers
According to a recent report, the government's economic-stimulus plan presents an unintended gold mine for scam artists out to steal a person's money, identity or both.
Advisers can make financial news more accurate
InvestmentNews reporters and editors often are called on by a variety of other media to address the economic situation and the problems that investors face.
Mattresses are no savings vehicle
It was around midnight, and I was looking forward to some quiet time as I settled into a John Grisham novel.
Picking our pockets surgically
Medical identity theft is the nation's fastest-growing form of health care fraud.
