Ellen Uzelac

• Beyond the Ivory Tower

  By Ellen Uzelac  |  September 25, 2012

  For three decades, Jim Poterba has studied how taxation affects household and business decision-making. The big takeaway for financial advisors: one size does not fit all.

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  The Tab for Independence

  By Ellen Uzelac  |  August 23, 2012

  Can advisors across the spectrum afford to go independent, no matter their asset level? Opinion is mixed.

• Three Advisors, Three Stories

  By Ellen Uzelac  |  August 23, 2012

  When Louis Berger and his partner founded their RIA, Washington Square Capital Management, in New York City in 2009, they had to adjust their mindset.

• Calculating the Tab

  By Ellen Uzelac  |  August 23, 2012

  What does it cost to get the door open as an independent advisor?

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  A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees

  By Ellen Uzelac  |  July 26, 2012

  How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.

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  The Word That Scares Away Your Clients

  By Ellen Uzelac  |  July 26, 2012

  Advisors today are all ginned up about risk. Trouble is—they shouldn’t be.

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  Seeking Social Media’s Payoff

  By Ellen Uzelac  |  June 27, 2012

  In less than one year, advisor Elle Kaplan’s “online tribe,” as she calls it, has surged from 10 to more than 2,400 Twitter followers. Not coincidentally, a dozen of them have signed on as clients.

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  Exploring Independence: Ex-Wirehouse Advisors Carve New Paths

  By Ellen Uzelac  |  May 24, 2012

  For his new firm, independent advisor Brian Solik has developed the ultimate anti-Wall Street niche: how to protect yourself from Wall Street and the IRS.

• A Novel Approach

  By Ellen Uzelac  |  May 24, 2012

  Never heard of heritage planning? You will, if advisor Cam Thornton has his way.

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  Marketing Advisors Like iPhones

  By Ellen Uzelac  |  April 25, 2012

  Financial advisors are famously clueless about marketing — and that’s too bad. Because it is your brand — your firm’s unique signature — that keeps clients coming back.