Bloggers, one theme per post, please
Blog posts aren’t books. You only have time to make one major point per post. In support of my thesis, I offer three quotes from The Elements of Story: Field Notes on Nonfiction Writing by Francis Flaherty, an editor at The New York Times. “A writer is like a gardener who knows one tree can […]
Poll about overweight, but not the stuff of New Year’s resolutions
I grapple with “overweight” at the end of every year and every quarter. It’s the kind of overweight measured in percentage points, not pounds. That’s because I’m writing performance reports for institutional mutual funds that may overweight or underweight sectors relative to the funds’ benchmarks. I haven’t found any guidelines about how to write about […]
RIAs with DC assets are in demand by fund companies
Registered investment advisors (RIAs), if you control significant defined contribution (DC) assets, then mutual fund companies are hungry for your business and will do whatever they can to accommodate you. That’s the message I took away from “The 2010 Distribution Landscape,” at panel at the NICSA East Coast Conference on Jan. 14. The panel, which […]
Strong words from editor of Financial Analysts Journal
“…I hereby consign the shibboleth of ‘uncorrelated return’ to the scrap heap of asset allocation lingo, where it shall be available only to unscrupulous sellers, credulous buyers, and unschooled investment analysts.” — Richard M. Ennis, executive editor, Financial Analysts Journal These strong words from Ennis appeared in in his “Editor’s Corner” entitled “The Uncorrelated Return […]
Guest Post: My Six Best Marketing Tips for Independent Advisors
When Steve Lyons spoke with me about his tips for helping financial advisors market themselves, I knew that I’d like to share them with you. When I first met Steve, he was a copywriter for Fidelity Investments. Today he enjoys working with clients of all sizes, including individual advisors. My Six Best Marketing Tips for […]