Sherry Christie

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  Top 5 Retirement Issues; Getting Better Decisions Out of Clients: March Investment Advisor—Slideshow

  By Editorial Staff  |  February 22, 2013

  For our retirement issue, Investment Advisor talked to some of the biggest names in the retirement industry to get their take on the biggest issues in retirement planning.

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  What to Do When Clients Think Twice; Making Small Caps Work for You: February Investment Advisor—Slideshow

  By Editorial Staff  |  January 21, 2013

  What’s happening in your clients’ minds when they can’t commit to a plan that you both know they need?

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  The End of History?

  By James J. Green, AdvisorOne  |  January 21, 2013

  Here’s a recent piece of research that has direct application to how you work with clients.

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  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.

• Who’s Not in This Issue

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

  It’s a nice experience when you believe in something strongly and people you care about come to the same conclusion.

• The Role of Multigenerational Retreats

  By Olivia Mellan  |  October 1, 2010

  As I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...

• Tweaking Your Money Personality

  By Olivia Mellan  |  August 1, 2009

  The financial cataclysm has shaken entrenched attitudes toward money, too. Many spenders are spending less and even learning the virtues of saving. Some hoarders who...

• For More Third Age Insights . . .

  By Staff Writer  |  March 1, 2008

  Consider creating a library of resources to help boomer clients deal with issues of their 60s and 70s. These sources have been personally helpful or...

• Gender Gains

  By Kathleen McBride, AdvisorOne  |  November 1, 2005

  There is no question that women are working everywhere in the investment business, as advisors, planners, traders, analysts, economists, investment strategists, portfolio managers, company presidents,...

• Impersonal Finance

  By Staff Writer  |  May 1, 2004

  In this brave new world of 2004, it's generally assumed that catering to gender differences around money is pass?. Worse yet, it's not PC. Everyone...