A blog can be a great way for financial advisors to leverage their inventory of compliance-approved articles. That’s according to my interview with Stuart Zimmerman, principal, and Jim Cornfeld, investment advisor, The Buckingham Family of Financial Services. However, it’s too early to tell if the blog will yield financial benefits. Cornfeld started The Educated Investor […]
Sometimes my eyes glaze over when I attend quantitative presentations. That was not the case with a presentation by Jeff Brown, chief investment officer of Highstreet Asset Management. When you hear Brown’s “Art vs. Science,” you’ll be struck by how using examples from everyday life can make your investment approach come alive. “Inspiring presenters are […]
Google Trends will help you figure out which of your key words are searched most frequently. Learn more in “Tool: Google Trends” on Erik Sherman’s Writer Biz blog.
The SEC has tapped William Lutz to lead its “21st Century Disclosure Initiative.” In honor of his appointment, here’s his “Rules for Writing Plain English: How You Can Write Plain Language by Just Following These 39 Steps” (2018 update: sorry, but his article is no longer available on the website of the Plain Language Association […]
The 2008 edition of the annual World Wealth Report is now available. If you’re evaluating your firm’s business strategy, the report’s “Spotlight: Wealth Management Firms Adapt to Meet Unique Needs of Growth Markets” will interest you.