Harvard’s Charles Collier on "The Practices of Flourishing Families"

 “The critical challenge you face is not financial,” said Charles Collier, senior philanthropic adviser at Harvard University in his presentation on “The Practices of Flourishing Families” to an audience composed mostly of wealth managers at the Boston Security Analysts Society on December 15, 2009. He believes “The most critical challenges are relationship-based and family-based.” Of […]

CFA Magazine on social media and your career

“Stepping Out: Digital Footprints Can Make Or Break a Career” by Rhea Wessel appears in the Nov./Dec. issue of CFA Magazine, starting on page 34 of the digital edition (page 32 of the print edition).  It’s a cautionary tale that quotes several CFA charterholders including yours truly. It even refers indirectly to my “Top five […]

Guest post: "How to Use LinkedIn When Your Compliance Department Says No"

Financial advisors–and all kinds of professionals in investment and wealth management–need to be on LinkedIn. I feel strongly about this, so I’m happy to feature a guest post from marketer Kristen Luke. In this post, which originally appeared on Kristen’s Financial Marketing Wire blog, she tells you how to benefit from LinkedIn, even when you […]

Recovery will be stronger than consensus, says Barclays Capital chief U.S. economist

“U.S. economic growth is recovering robustly, receiving the usual cyclical boost from housing and inventories,” said Dean Maki, managing director and chief U.S. economist of Barclays Capital in his “U.S. Economic Outlook” presentation to the Boston Security Analysts Society (BSAS) on December 8.  Maki said the U.S. economy will recover strongly, as it typically has […]

Registered reps, it’s time to ‘fess up

Ghostwriters offer valuable marketing support to financial advisors. But some registered reps–and the marketers who support them–have felt confused since the issuance of “Misleading Communications About Expertise,”  FINRA Regulatory Notice 08-27,  in May 2008. They don’t know how much editorial assistance reps can receive before they must acknowledge the assistance in writing–or even sacrifice their […]