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Search Engine Watch
October 22, 2008
Kevin Ryan |
Vote Obama/Google in '08? Google CEO Eric Schmidt hit the campaign trail this week with presidential candidate Barack Obama. Did he cross the line?   |
Registered Rep.
November 3, 2010
Britton & Paikert |
Decision 2010: Gridlock Is Good For Markets The recent mid-term election results have many in the financial services industry cheering, especially with the Republican takeover in the House of Representatives |
On Wall Street
November 1, 2009
Gerri Leder |
Navigating A New Tax Era As far as taxes are concerned, make no mistake: Your clients' retirement savings are in peril. In our lifetime, the tax burden will likely change wealth and consumption habits for advisors and clients alike. |
Registered Rep.
September 23, 2011
Diana Britton |
Final Shape of Tax Reform Unclear, But Some FAs Take Steps to Prepare Clients Most financial advisors are taking a wait-and-see approach to President Barack Obama's tax proposal announced Monday, but some say it could pay to prepare clients for some kind of tax reform anyway. |
Registered Rep.
July 1, 2006
Kristen French |
Trading Up The Wealth Advisor Institute, a new trade group for advisors who cater to the wealthy, opened its doors in June. |
BusinessWeek
November 3, 2010
Jon Meacham |
Election Aftermath: Beyond the Extremes Toward a politics in which the central truths of conservatism and liberalism can interact rather than collide. |
Financial Planning
August 1, 2007
John J. Bowen |
The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers. |
Food Processing
October 2012
Susan Ruland |
Election Pains or Gains? How will the food industry fare depending on whether Barack Obama or Mitt Romney wins on November 6th? |
On Wall Street
December 1, 2008
Frances A. McMorris |
Can the New President Revitalize Wall Street? Among the challenges that confront the Obama administration is the financial regulatory system that so many critics insist is broken. |
Registered Rep.
November 8, 2008
Kristen French |
Rep. Readers Worry About Tax Impact of Obama Presidency Business owners are most worried about changes in tax rates and structure during the next Presidency. |
Financial Planning
December 1, 2008
Jeanne Lee |
Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies. |
Investment Advisor
May 2009
James J. Green |
Editor's Note: Talking to the Enemy The editor of this publication sounds off on the International Advisor 25 honorees and other topics of note. |
Investment Advisor
October 2008
Melanie Waddell |
And the Winner Is... A refresher course on the Presidential candidates positions of importance to the financial services industry. |
Registered Rep.
February 18, 2010
David A. Geracioti |
The Return of the Estate Tax and "New Money" Financial advisors with entrepreneurial clients -- first-generation wealth creators -- best take heed of Obama's recently introduced plans to bring back the federal estate tax. |
Fast Company
David Lumb |
Google Search History Says 3 to 4 Million Voters Missed Out In 2012 Election The millions of search results for "register to vote" were vastly incongruent with how many people actually signed up to vote -- and those 3-4 million would have registered if they could. |
Registered Rep.
June 30, 2010
Christina Mucciolo |
Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly. |
Financial Advisor
October 2005
Grove & Prince |
Understanding The Middle-Class Millionaire Middle-class millionaires are the "ideal clients" for most financial advisors. They are wealthy enough to require the services of high-quality financial advisors, yet not so wealthy that most financial advisors end up in over their heads. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
HBS Working Knowledge
November 12, 2008
John Quelch |
The Marketing of a President Barack Obama's run for the White House was a model of marketing excellence. Here's why it worked so well. |
Registered Rep.
September 8, 2010
Jerry Gleeson |
Political Stalemate Darkens Affluent Tax Prospects With President Obama and congressional Republicans at loggerheads over tax cut extensions for the wealthy next year, some financial advisors say they are planning for the worst. |
Registered Rep.
September 30, 2009
David A. Geracioti |
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled. |
Entrepreneur
February 2006
Michael Rozbruch |
Warning Signs Many entrepreneurs may not be getting sound tax advice from their financial advisors. To avoid trouble, stay away from these tax shelters. |
Inc.
October 2008
Robb Mandelbaum |
Tax This; Tax That When it comes to taxes, John McCain and Barack Obama both want to ease the burden and spark the economy. The difference is in how they would go about doing it. Here are the specifics of each candidate's plan. |
Financial Advisor
August 2012
Eleanor Blayney |
Playing By The Rules Advisors need to make important changes in how they communicate with and advise women. |
InternetNews
October 30, 2008
Mike Elgan |
The Internet's Newest Danger: Election Addiction The Internet enables other addicts to indulge in their addictions. |
HBS Working Knowledge
April 15, 2015 |
Why Americans Voted for an Income Tax Matthew Weinzierl looks at the justifications for the United States income tax and whether it is an unfair burden or fair payment for services rendered. |
BusinessWeek
July 15, 2010
Ryan Donmoyer |
Brinkmanship Over the Bush Tax Cuts High-income Americans could be the beneficiaries of a looming fight over whether to extend or let expire the Bush-era tax cuts. |
HBS Working Knowledge
January 28, 2015
Dina Gerdeman |
Ground Game, Air Wars, and Other Marketing Lessons From Presidential Elections In the last few presidential elections, personal selling -- not mass advertising -- has tipped the difference for Democrats. But that's not always the case. |
The Motley Fool
November 26, 2007
Rich Smith |
Tax-and-Spar Democrats Democratic contenders for the presidency, Hillary Clinton and Barack Obama, shed some light on their tax plans. |
Financial Planning
February 1, 2010
Donna Mitchell |
More Money in Motion During the financial crisis, the majority of high-net-worth clients maintained accounts with at least two financial advisors, Boston-based Cerulli Associates said in a January report. |
Investment Advisor
July 2009
James J. Green |
Numerology: Wealthy Remain Wary The wealthy are even more risk-averse than advisors might have thought. |
HBS Working Knowledge
January 17, 2008
John A. Quelch |
If Marketing Experts Ran Elections Concepts that politicians can learn from consumer marketing. |
The Motley Fool
November 7, 2008
Jim Mueller |
How Obama Will Affect Your Portfolio Barack Obama was elected the next president of the United States of America on Tuesday night, but Wall Street isn't finished voting yet. |
Investment Advisor
April 2010
Lewis Schiff |
Advisor, Understand Thyself Financial advisors need to understand themselves and their inner drivers, as well as their clients'. |
Investment Advisor
April 2008
Lewis Schiff |
Like Client, Like Advisor New research reveals the personality traits and practices that help advisors become millionaires themselves. |
Investment Advisor
April 25, 2011
James J. Green |
Why the IA 25 Is Important and Instructive "Get used to the government being your partner." For good or ill, that is certainly the case for the foreseeable future |
On Wall Street
February 1, 2010
Gerri Leder |
Emerging From Crisis With the Three Rs The eventual winners will be those advisors who review, regroup and reform their assumptions. |
Registered Rep.
September 1, 2005
David A. Geracioti |
You Say, They Say In an industry survey that covered a range of issues, from estate planning to choice of investment products, the responses by wealthy clients and advisors showed a striking disconnect about the needs of high-net-worth individuals. |
On Wall Street
April 1, 2013
Margarida Correia |
Referrals Aren't Enough to Lure Clients Contrary to what many advisors assume, referrals do not automatically create new wealthy clients. |
Registered Rep.
April 28, 2015
David Armstrong |
Editor's Letter: May 2015 It's worth looking at the so-far relatively muted response of the industry to the Department of Labor's second go around in proposing new fiduciary regulations for financial advisors to retirement accounts. |
Registered Rep.
April 21, 2003
Ross Tucker |
Optimism Among Wealthy Grows Good news for advisors looking to land affluent clients: Wealthy Americans are starting to regain confidence in future business and market conditions. |
Registered Rep.
December 4, 2012
Megan Leonhardt |
Don't Make Any Sudden Moves While urging calm, many financial advisors are making prudent, tax-efficient moves with their clients' portfolios as the country nears the so-called "fiscal cliff." |
Financial Advisor
June 2005
Grove & Prince |
Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy. |
On Wall Street
December 1, 2012
Frances A. McMorris |
Editor's Letter: Facing the Challenges Ahead A run-down of the stories in this issue, including the list of the top 40 advisors under the age of 40, planning for the fiscal cliff, a look at exchange-traded funds, and planning for the new year. |
The Motley Fool
November 7, 2008
Dan Caplinger |
Is an Obama Tax Storm Looming? With the new president-elect announcing that change is on its way, investors on both sides of the aisle are wondering whether they're going to end up paying a lot more in taxes. |
Information Today
October 1, 2012
Paula J. Hane |
Pew Research Center Provides Research and Data on Campaign 2012 This year, the Pew Research Center for the People & the Press has a special website devoted to Campaign 2012. |
Registered Rep.
September 20, 2011
Boswell & Nichols |
Network Builders for New Advisors Social networks are big business for financial advisors. Your marketing efforts depend on the number and quality of connections you develop. |
Financial Advisor
February 2012 |
Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses. |
Registered Rep.
March 7, 2012 |
Due Diligence: Four Overlooked Havens of Wealth If you are looking for that golden land of wealth management opportunity, eFinancialCareers has done a little homework for you. |
On Wall Street
September 1, 2012 |
Five Questions with Stephen Brobeck The executive director of Consumer Federation of America discusses boosting financial literacy and the Dodd-Frank law. |
