James Green

• Schwab Strategist Upbeat

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  Bright spots in the U.S. economy, according to Charles Schwab Chief Investment Strategist Liz Ann Sonders, include housing and manufacturing, with a “renaissance” biased toward energy and autos.

• 

  The #1 Worst Practice: Getting Rid of Clients

  By Bill Good  |  October 18, 2011

  Here's what your peers think about the spooky advisor practice known as book pruning.

• RIAs Are Certainly Not "Under-Regulated"

  By Staff Writer  |  October 1, 2008

  I most strongly disagree with the assertion by Eric Schwartz in the "The Case for the Flexible B/D" (IA September), that RIAs are "under-regulated." He...

• Spreading Words of Wisdom

  By Staff Writer  |  September 1, 2003

  Larry Swedroe says he's been "lucky in his career." A former vice chairman of Prudential Home Mortgage and senior investment banker at Citibank, Swedroe has...

• Taming the Beast

  By James J. Green, AdvisorOne  |  April 1, 2001

  The desktop software is better and using the Web i