Lisa Shidler

Lisa Shidler
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RETIREMENT RETIREMENT PLANNING MAY 04, 2010
Markets are up, but many still grieving: Academic

Andrew Lo, a professor of finance at Massachusetts Institute of Technology, says it's normal for clients who suffered huge losses to continue to have difficulties making logical decisions

RETIREMENT RETIREMENT PLANNING MAY 04, 2010
Clients need a little LTC advice

Discussing long-term health care insurance is difficult but necessary

NEWS RIAS MAY 04, 2010
Former UBS reps form new RIA

Three former UBS advisers form an independent registered investment advisory firm called Mississippi Investment Management.

YOUR PRACTICE FINTECH APR 25, 2010
PriceMetrix launches free equity commission guide

PriceMetrix Inc. is introducing a market-based commission guide today that financial advisers can use to determine what to charge for commissions on securities trades.

YOUR PRACTICE PRACTICE MANAGEMENT APR 22, 2010
Advisers driving for growth on the golf course

When adviser E. Kim Dignum invites clients or prospects out to play the hilly, meandering course at Mira Vista Country Club in Fort Worth, Texas, she obeys her one unspoken rule of golf etiquette: Play to win.

YOUR PRACTICE PRACTICE MANAGEMENT APR 20, 2010
PriceMetrix launches free equity commission guide

Firm unveils a market-based equity commission guide designed for financial advisers

It's 12:00 — Do you know where your clients' assets are?
YOUR PRACTICE PRACTICE MANAGEMENT APR 20, 2010
It's 12:00 — Do you know where your clients' assets are?

Jonathan Smith's heart began to race when he opened the e-mail alert on Tuesday from TD Ameritrade. The alert stated that one of his closest clients had filed paperwork to transfer nearly $ 1 million in assets away from the adviser.

RETIREMENT RETIREMENT PLANNING APR 18, 2010
More RIAs planning pay hikes for 2010

Although they have spent much of the year cutting costs, many advisory firms are planning to give raises to their employees next year.

YOUR PRACTICE PRACTICE MANAGEMENT APR 15, 2010
Suze Orman and Robert Kiyosaki in advice smackdown

Television's Suze Orman has engaged in a war of Tweets with 'Rich Dad, Poor Dad' author Robert Kiyosaki

RETIREMENT RETIREMENT PLANNING APR 14, 2010
Mixing friends, family with business is a danger

Clyde Wyatt managed his father's money for about 18 months before he was abruptly dumped for another adviser: His own son Chris.