Brinker Capital

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  The Gender Trap

  By Noreen Beaman  |  February 22, 2012

  The World Economic Forum’s recent Global Gender Gap Report notes that 85% of the 135 countries surveyed in 2011, Saudi Arabia included, have “made progress in the past year toward gender equality.”

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  Tim Clift Says FundQuest’s Analysts Will Complement Envestnet|PMC’s Quants

  By James J. Green, AdvisorOne  |  January 26, 2012

  Now chief investment strategist at PMC following acquisition by Envestnet, Clift says advisors can expect higher correlations through election; Europe already in recession.

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  Agents of Change

  By James J. Green, AdvisorOne  |  June 1, 2011

  These are the major issues facing advisors in 2011 ...

• Retirement on hold 'indefinitely'

  By Staff Writer  |  September 1, 2009

  Advisor respondents in Brinker Capital's second quarter "Brinker Barometer" say clients fear they'll never know exactly when they should retire. Sixty-one percent said clients mainly...

• Obama's efforts thus far: not good enough, advisors say

  By Staff Writer  |  March 17, 2009

  In the eyes of financial advisors, President Obama is off to a sluggish start - and quite simply, he has a lot to accomplish. First, the...

• Retirement is 'severely' off-target

  By Staff Writer  |  February 1, 2009

  Financial advisors say the economic crisis has not just crippled, but "severely jeopardized" their clients' retirement security. According to Brinker Capital's Retirement Indicator, 88 percent...

• Advisor survey finds client retirement severely off-track

  By Staff Writer  |  December 8, 2008

  Advisors say their clients projections for retirement security have been "severely jeopardized," according to survey results from Brinker Capital's year-end Retirement Indicator, which gauges the...

• Set realistic expectations

  By Vanessa Drucker  |  November 1, 2008

  Mike Martin of Columbia, Md.-based Financial Advantage recounts how a prospective client came to see him a year ago and said, "If I make 15...

• Boomer advisors keep the faith

  By Staff Writer  |  October 1, 2008

  Somebody has to keep the good vibes afloat. Post second quarter findings from Schwab and Brinker Capital show financial advisors are keeping a positive, though...

• Giving Minority Students A Leg Up in the Business

  By Kara P. Stapleton  |  June 1, 2008

  Many people have bemoaned the lack of racial and ethnic diversity within and around the profession, noting the obvious fact that the makeup of the...