Planning and Advice

Let advisors speak their minds

Advisors using Twitter and other social media platforms should be allowed to speak their minds, says Earl Evans, head of Macquarie Private Wealth.

By Melissa Shin |January 16, 2013

3 min read

Print docs without opening them

Instead of opening a document to print it, you can save time by setting up automatic drag-and-drop printing.

By David Dagley |January 16, 2013

2 min read

Advisor confidential | Charlie Spiring

Core and explore. The core of my portfolio constitutes value stocks and bonds that you can hold through peaks and troughs. It includes a lot of banks and insurance companies. We’re close to hitting our buy targets on energy stocks as well.

By Kanupriya Vashisht |January 14, 2013

2 min read

Beef up your book with prospect dinners

One of the more effective ways to prospect for new clients is to invite existing clients to dinner and suggest they bring a friend.

By Bryce Sanders |January 14, 2013

3 min read