Advisor Perspectives

The Advisory Profession’s Best Web Sites by Bob Veres His firm has created more than 2,000 websites for financial advisors. Bart Wisniowski, founder and CEO of Advisor Websites, has the best seat in the house to watch the rapidly evolving state-of-the-art in website design and feature sets in this age of social media, video blogs and smartphones. In a recent interview, Wisniowski not only talked about the latest developments and trends that he’s seeing; he also identified some of the advisory profession’s most interesting and creative websites.

Short Vol Trade 1

How The Spike In Volatility Punctured The Short Vol Trade

For many investors, it’s pretty unsettling to hear that the market’s “fear gauge” is suddenly on a tear. But that’s … Read more

Casino

The Man Who Outsmarted Casinos – And Then Wall Street

A Man for All Markets is an interesting autobiographical account of the life and work of Ed Thorp, a brilliant, … Read more

Sell-Side Due Diligence Audits

How To Know When Active Management Performs Best

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. [activisstinvesting] Takeaways: Active … Read more

financial advisors

The World’s Best Financial Advisor Web Sites

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. The financial advisory … Read more

best performing communication services stocks in Q4 2022 worst performing communication services stocks in Q4 2022

Networking Not Working? Four Tips For Success

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email … Read more

Financial specialists

How To Fire Difficult Clients

My previous article, Clients Driving You Crazy? 10 Ways to Respond, clearly resonated with advisors. Within 24 hours, I got … Read more

Global Risks

When You’re Talking, You’re Losing

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Can you convert … Read more

business 1518016637

How To Close Online Leads

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. When somebody you … Read more

DOL Fiduciary Rule

Do The CFP Board And SEC Really Support Fiduciaries?

As a Certified Financial Planner and registered investment advisor, I’m bound by law to act as a fiduciary to my … Read more

jeremy siegel, Wharton School, bullishness, perma bull, dow, stock market rally, bull market, Stocks for the Long Run, buy stocks, Wizard of Wharton, Shiller vs Seigel, The Future for Investors, CNBC, supply-side economics,Lawrence Kudlow, WisdomTree Investments

Jeremy Siegel’s Predictions For 2018

Jeremy Siegel almost never gives a one-year forecast for stocks, but last week he predicted that U.S. equities will end … Read more

Advisors Dentists

If Only Advisors Could Be Like Dentists

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I like my … Read more

Super Sales

When Are Sales Metrics Useless?

Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email … Read more

Write

Do You Write Like A 7th Grader? (If Not, You Should)

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. After helping more … Read more

financial advisors

The Hidden Issues In Advisor Compensation

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Often times advisory … Read more

financial advisors

How Advisors Can Help Business Owners With Concentrated Positions

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Owners of privately … Read more