| Similar Articles |
|---|
 |
Investment Advisor
April 1, 2009
Robert F. Keane |
Her Road to Independence Debra Brede didn't set out to be an investment manager. She was going to be a doctor and took a job in the financial services industry just to find out what to do with all the money she and her husband (a dentist) were going to make.   |
Investment Advisor
April 2009
Robert F. Keane |
Dealing With the Downturn: In Her Own Words Debra Brede does all the investment selection for her clients' portfolios. Here's how she describes the adjustments she's made over the last few months. |
Entrepreneur
May 2009
Rosalind Resnick |
How to Spy a Scam Its may be time to stop taking those longstanding relationships for granted. |
Financial Planning
December 1, 2009
Steve Dalton |
Doing the Diligence It has becoming glaringly clear, in the wake of Ponzi schemes, hedge-fund insider trading scandals and the severe volatility in the equity, credit and real estate markets, that wealth managers need to at the top of their game. |
Investment Advisor
April 2009
Robert F. Keane |
About the Planner: Debra K. Brede Information on background and contacts for financial advisor in Massachusetts. |
BusinessWeek
September 25, 2008
Lauren Young |
If You Want to Rejigger Your Holdings Three top financial advisers share how they would invest $250,000 for moderate growth over the next five to seven years. Here's the way they'd do it. |
The Motley Fool
December 17, 2008
John Rosevear |
An Investing Lesson From the Super-Rich As details have emerged about Bernie Madoff's investors, who have collectively lost up to $50 billion in his Ponzi investing scheme, one lesson that has emerged is that major league wealth doesn't automatically impart investment wisdom. |
Investment Advisor
February 2009
Bob Clark |
The Perfect Ponzi While the Madoff debacle has been a disaster for thousands of investors, the timing couldn't be better for independent advisors. |
Registered Rep.
December 9, 2010
Diana Britton |
Clients Aren't Pulling Trigger On Referrals, Survey Says While most clients say they are ready and willing to provide a referral for their financial advisors, many of them are not actually following through on it. |
