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.

fraud

Phishing for Phools, LIBOR Scandal And More Begs The Question – Does Capitalism Lead To Fraud?

In David Enrich’s The Spider Network, an engaging chronicle of the London Interbank Offered Rate (LIBOR) interest rate-fixing scandal, employees … Read more

Fossil Fuel Divestment – What’s Next For Investors?

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

Politics

My Lesson From A Political Discussion

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

Bird Feeding

The Bird Feeding Paradox

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

Advisors: Prepare Yourselves For The Opioid Crisis

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

Quant vs Traditional Investors

WSJ’s Investigative Report On Discount Brokers

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. On Jan 10, … Read more

Lead Nurturing

What Is Lead Nurturing?

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

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“Uneasy Lies The Head That Wears A Crown”: A Conversation With Jack Bogle

On January 8, 2018, I interviewed John C. (Jack) Bogle, the founder of Vanguard, the largest manager of U.S. index … Read more

Best Apps For Financial Analysts

Three Things I Wish I Knew As A Young Financial Advisor

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

Elevator Pitch

Branding Yourself: How To Create A Great Elevator Pitch

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

Wealth

The Only Benchmark Of Wealth

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

Partners Disagree Politically

When Partners Disagree Politically

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

albertedwards 1

Albert Edwards: “Essentially everyone has decided valuations don’t matter

Fear of overvaluation – particularly for U.S. equities – has driven far too many investors to miss the strong bull … Read more

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Dylan Grice: Value investing is an intellectual fraud

hallenging conventional wisdom is a mainstay of financial conference speakers. I have seen few do so as effectively as Dylan … Read more

Balancing Yield

Balancing Yield And Risk In A Changing World

SEARCH FOR YIELD DROVE GAINS. The performance of fixed income plus sectors in 2017 highlights strong demand for yield. Interest … Read more