Writing sample: Three key lessons from “Schwab and TD Ameritrade Financial Stability”

Sometimes a little tweaking can make your email message more…

New GIPS standards will change the rules for marketers of separate accounts

Marketers of investment strategies marketed using performance…

What the heck is Twitter?

It's tough to keep up with all of the social networking tools…

Better client reporting on investments is coming, says speaker at GIPS conference

Better client reporting on investments is on the horizon, according…

Financial crisis will change client reporting, according to Credit Suisse executive

In response to my question about how the current financial crisis…

Who’s hiring CFA charterholders…and other job search tips

Who's hiring? Evergreen Investments and Leerink Swann are…

Is a global infrastructure fund right for your clients’ portfolios?

With their high returns and low correlations to other major indices…

Do NOT hire me to ghostwrite your blog posts

I'm a professional writer who spends much of her time ghostwriting…

Resources to help you cut through investment jargon

Jargon is a barrier to your effective communication with clients.…

"Personal Branding for the Business Professional"

Your personal branding can help you find a job, new clients or…

Webcast: "What to Say to Clients Now"

Investment News is running a webcast on "What to Say to Clients…

Avoid these mistakes when you evaluate single-manager hedge funds

If you focus only on investment essentials such as philosophy,…

Make your clients smile, while you stay safe from lawyers

Making a client smile can bring your meeting one step closer…

"Writing Effective E-Mail: Top 10 Tips"

You can't be an effective financial advisor, if you can't communicate…

Get to the point quickly, or lose your web readers

"Web content must be brief and get to the point quickly, because…

"Ten Speech Tips for Writing Powerful and Persuasive Presentations"

"Always work out what you want to achieve before beginning the…

Add Bloomberg video to your blog

Financial advisors, here's a cool new widget that may appeal…

“Stop Sending ‘Dear Valued Client’ Emails”

When you address your correspondence to "Dear Valued Client,"…