Robert Powell

ContactRobert Powell is the editor of Retirement Weekly, a Marketwatch/Wall Street Journal Digital Network publication. Powell also serves as a columnist for MarketWatch, writing about retirement and investing. Powell is also the editor of the Retirement Management Journal and the curriculum director of Boston University's Online Retirement Management Program.
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Robert Powell

 
Advisors Bullish On Logos; Worth the Expense Even If Effectiveness Can't Be Measured

Merrill Lynch and Fidelity don’t have anything on Jeanne Gibson Sullivan, CFP of Financially in Tune.

Yes, Merrill has its readily recognizable bull and Fidelity its long-standing pyramid.  And yes both of those companies, as well as others of that ilk, are able to and often do spend millions of dollars developing and advertising their logos and messages.

But all that that hasn’t stopped Gibson Sullivan and other advisors of her ilk from creating – often on a very small budget - and using logos of their own to convey a visual message to prospects and clients.


Advisors Struggle To Help Clients With Year-End Issues; Have To Deal With Procrastination And The Annual “After The Holidays” Refrain

Advisors Are Highly Critical Of Top Financial Advisor Awards Bestowed By Consumer and Professional Magazines

IMCA Sets Out To Define “Wealth Management” But Critics And Competitors Take Issue With The Definition

President Obama Must Address Government Spending, Social Security, Military Spending, & Tax Code in Second Term

Advisors Coping With Gas Lines, Liquidity Needs, and Lost Homes

Business As Usual: Advisors Brave Hurricane Sandy To Keep Shops, Lines Of Communication Open

Will There Be Enough CFPs To Replace Those Retiring?

Tactical Investing Might Be The Profession’s Next Great Embarrassment; But It Works Say Advocates

Advisors Face Challenges, Opportunities Building A Retirement-Income Practice: IMCA/Cerulli Associates

Advisors Want Industry Publications To Stop Posting “Annoying” Slideshows; Threaten Not To Share/Retweet Slideshows

Less Than A Third Of Seniors With Financial Planners Discuss Medicare With Them: Says Study, But Some Advisors Do Address Healthcare Costs

Advisors Could Benefit From Using Google+ Hangouts And On-Air Broadcast

Don Trone Weighs In On Whether CFPs Who Work For Broker/Dealers Can Adhere to CFP Board’s Fiduciary Standard

Are Advisors Able To Adhere To The CFP Board’s Fiduciary Standard?

Advisors Market, But Don’t Measure Marketing

Financial Advisors Are Ill Equipped To Help Clients With Financial Aid Forms For College

Advisors Say Census Bureau Report On Income In America Highlights Need For Budgeting And Financial Planning; Typical U.S. Family Income Falls To Lowest Level Since 1995

Advisors Need To Help their Older Clients Stay Employed Or Get Re-Employed

Fiduciary Rule For Brokers? Not Dead Yet Say Advisors

Advisors Have Many Practice Management Needs; Definite Need For Outside Qualified Consultants

Grau Launches New Business Aimed At Broker-Dealers And Custodians That Want to Help Their Advisors With Succession Planning, Mergers & Acquisitions

Most Advisors Favor CFP Board’s Proposal To Grant CE for Practice Management

Lay Leaders Applaud Marv Tuttle Long-time Director of FPA; Reflect On His Career As A Great Leader, Advocate for Standard of Care, and Thought Leader

Rhoades Steps Down As Chair-Elect Of NAPFA Over Registration Errors; Advisors Say Compliance Violations Are Easy To Make; Need To Outsource Compliance Is Increasing

Firms Launching Actively Managed ETFs, But Advisors Are Unlikely To Use

Romney Selects Rep. Ryan As VP Candidate; A National Fiscal Consensus Would Be Good For The Stock Market

Advisors Have Only A Handful Of ‘Must Read’ Websites And Blogs For Technical And Practice Management News And Information

Will The Markets Predict Who Will Win the Presidential Election?

Defaults on 401(k) Loans On The Rise: But This Is A Non-Issue for Clients of Advisors

Investment Management Should Be Less A Commodity And More A Strategic Advantage: Tiburon

Financial Advisors Do a Poor To Average Job At Sales And Marketing: Chip Roame

Advisors React to FINRA’s New Suitability Rule; Problems Likely For Dually Registered Advisors

Nine Winning Tactics For Financial Advisors

Advisors Must Develop A Niche To Survive and Thrive

In The Battle Of Active Versus Passively Managed Mutual Funds, Passive Is About To Become More Popular With Advisors, Report Says

Advisers Mulling Adjustments In Anticipation of Pending Fiscal Cliff

U.S. Could Become Energy Exporter By 2030: Glut of Cheap U.S. Gas From Shale Rock Offers Plenty Of Investment Opportunities

What ERISA Attorney Fred Reish Says Advisors Need To Know About 408(b)(2), Fiduciary Investment Advice, And Retirement Income Projections

No Place For Old Advisors And Old Clients? Not Really. Internet Offers Great Lectures For Free

Now’s The Time To Invest in Wine: Tiburon

Some Advisors Scrambling In Wake of Job Growth Report; Avoiding Risky Assets In The Short Term

Should Advisors Share Their Personal Life On Facebook?

Advisers Continue To Use Alternative Investments: Survey

Don’t Forget to Acknowledge Memorial Day With Clients

Advisors Walking The Eurozone Tightrope

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