Do NOT copy this wealth management firm’s navigation scheme

There’s a lot that I like about the way that a certain wealth advisory firm communicates with clients and the public. But its website navigation is terrible. It should get rid of the website frames that prevent users from going directly to content loaded on its website. In its email notices, the firm tells me […]

"Is It Different This Time?" by DFA’s Weston Wellington

For a reassuring take on financial markets’ resilience and the future of diversified portfolios, watch “Is It Different This Time?” by Weston Wellington of Dimensional Fund Advisors. As an editor, I was impressed by how Wellington used images of magazine and newspaper headlines to convey how wrong alarmists have been on many occasions. Thank you, […]

"Is Outsourcing Portfolio Construction the Wave of the Future?"

Glenda Kemple knows precisely why she outsources portfolio construction. “You add value because you understand your client’s total financial picture,” says Kemple, CPA, CFP®, of Kemple Capital in Dallas, Texas. That picture includes cash management, tax planning, retirement planning, estate planning, education planning, and risk management, in addition to investment management. “We want clients focused […]

Fidelity writes good headlines for volatility

Dealing with market volatility is a full-time job. For us. Not you. —————————————————————————- The headline copied above works. It got me to pick up a brochure about the Fidelity Portfolio Advisory Service. Why does it work? First, it raises the reader’s anxiety with “dealing with market volatility is a full-time job.” But that isn’t enough. […]

Should stock analysts use Twitter?

If you’re an analyst, should you consider using Twitter for research? Check out “Should Analysts Use Twitter?” by Jeremiah Owyang, a senior analyst at Forrester Research, for three key questions that’ll help you decide. Basically, it depends on what industry you cover and whether the people in your industry are Twittering. To see if people […]