I LOVE this fixed income presentation!
“Bonds should be boring.” That’s what one head of fixed income of fixed income used to tell me. But that doesn’t mean that fixed income presentations should be boring. Northern Trust has published the most enjoyable fixed income presentation I’ve ever seen. It’s called “Fixed Income: Almost A Bedtime Story.” Fixed Income: Almost A Bedtime […]
Guest post by Roger Wohlner, a top advisor on Twitter
Because some of my blog and newsletter readers still wonder why an investment or wealth manager would bother with Twitter, I jumped on the opportunity to feature “Financial Advisors and Twitter,” a guest post by financial advisor Roger Wohlner who works in Arlington Heights, a Chicago suburb, about what he has gained from Twitter. The […]
My most popular blog posts of 2009
My most popular blog posts of 2009 fall into categories including social media, written communications, investment and wealth management, and careers. Social media My top five tips for financial advisors dipping their toes in the Twitterverse — This was by far the most popular post on my blog. It was summarized on eFinancial Careers as […]
Quit being passive: A grammar tip
If you reduce your use of the passive voice, your writing will become more powerful. That’s something I often tell my writing students. If you can’t recognize the passive voice, check out the passive voice resources highlighted by Barbara Feldman in “Active and Passive Voice.” Don’t be put off by the “Kids” in Feldman’s column […]
Investment management job outlook for 2010
There are glimmers of hope in the investment management hiring outlook for 2010, especially for job applicants who help to generate revenues or who are in an area where cuts have been too deep. That’s what I gathered from exchanges with three observers, Michael Kulesza, managing director of Horton International‘s Boston office; Bob Gorog, partner […]