Matt Smith

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  Six Conversations With Clients You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

• Investment returns, not savings, critical to retirement income

  By Staff Writer  |  June 18, 2008

  A long-term, diversified investment approach is the best way to maximize the chance of successfully meeting retirement income goals, according to new research by Russell...

• For Their Eyes Only

  By Elaine Robertson Demby  |  February 1, 2008

  Boys will be boys. Brian Hamburger has a client whose employees used email to conduct "bar-stool" conversations--that is, the kind of conversations that really should...

• Target Date: Now

  By Melanie Waddell, AdvisorOne  |  December 1, 2007

  A few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...

• Leading the Way

  By Melanie Waddell, AdvisorOne  |  March 1, 2007

  The biggest issue these days for investment advisors and financial planners is retirement planning. If you ask retirement planning professionals what the biggest retirement issues...

• The Circle of Life

  By Alan Gersten  |  February 1, 2007

  Born in 1994, lifecycle funds stand poised for adolescence as well as controversy. Like many teens, they have grown quickly, jumping 11.2 percent annually since...