November 1, 2007
Today marks the introduction of my new interview series called America’s Elite Financial Advisors. I’m excited about these new series for many reasons but none more so than the opportunity to provide a platform to individuals who possess insights and knowledge that is too often insufficiently appreciated.
The subject of the inaugural interview [...]
September 3, 2007
Summer’s over, September is upon us. That means I have to get back to work on this magazine; lots of interesting topics to be explored, and some fantastic interviews to publish! Tomorrow I’ll publish part one of a multi-part series on the efforts underway to remake annuity agents into Registered Investment Advisors.
One of the major [...]
July 13, 2007
Two of the nation’s leading experts on retirement income distribution planning, Philip G. Lubinski, CFP® and Briggs A. Matsko, CFP®, will be featured in my new interview series called “America’s Elite Financial Advisors.” Both Lubinski and Matsko have spent years developing and implementing income-generation strategies for their respective retail clients. Their success in [...]
June 28, 2007
There are hundreds of thousands of financial advisors who serve consumers of financial products and services. The moniker “Financial Advisor” has come to be an umbrella term that encompasses segments of intermediaries that serve different markets in different ways.
Among the advisors who populate each segment- registered representatives, RIAs, insurance agents, financial planners, etc.- [...]