How Can Small Firms Stay Competitive? Are smaller firms getting squeezed by competition and consolidation or are new technologies and resources changing the game? Peter McGratty of Pinnacle Advisor Solutions sees opportunities ahead for small RIAs.
Top Portfolio Mistakes Advisors Make Advisors are people, too, and they make investing mistakes like everyone else. Here are the most common ones they make, according to advisor and Financial Planning contributing writer Allan Roth.
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You probably think you can spot a liar. In fact, as an advisor, you may consider this innate ability one of your professional attributes. But Maria Hartwig, associate professor of psychology at the John Jay College of Criminal Justice in New York, says there is no relationship whatsoever between "giveaways," such as someone who won't look you in the eye, appears nervous, fidgets or contradicts himself, and not telling the truth.