Moldy websites hurt your SEO, but blogging can help

Your website needs regular infusions of fresh content to help potential clients find you. That’s one of the lessons I took away from “Things that can hurt your website’s ranking” in The Boston Globe on Jan. 24. The author advised against “Building your website but letting it molder for months without updates,” if you’d like […]

Five-Week Writing Teleclass for Financial Advisors: "How to Write Blog Posts People Will Read"

Blogging has become a “must” for many independent and fee-only financial advisors. It’s a great way to connect with current and potential clients. Blogging also helps drive traffic to your website and cement your reputation as a leader in your field. But many advisors struggle to crank out a steady flow of compelling blog posts. […]

"Stiglitz: U.S. Economy Will Falter without More Stimulus" in Advisor Perspectives

The U.S. government has botched its handling of the economy, according to Nobel Prize-winning economist Joseph Stiglitz. He explained how the U.S. created the global recession – and how we can get out of it – in a public presentation on his new book, Freefall: America, Free Markets, and the Sinking of the World Economy, […]

To GIPS or not to GIPS in your presentations

Must every presentation you give include the seemingly endless GIPS disclosures if your investment management firm claims GIPS compliance? For answers, I turned to Dave Spaulding,  president of The Spaulding Group and author of the Investment Performance Guy blog. The short answer is “It depends.” When you hand someone a document containing performance data, you […]

Institutional plan sponsors make lousy decisions

Institutional plan sponsors don’t know what the heck they’re doing when they make asset allocation decisions. At least that’s the conclusion I’m tempted to draw after reading “Absence of Value: An Analysis of Investment Allocation Decisions by Institutional Plan Sponsors,”(subscription or membership may be required to access article) Financial Analysts Journal (Nov./Dec. 2009) by Scott […]