Harry Markopolos on "next Ponzi scheme"

"Where do you think the next big Ponzi scheme will occur?" That's…

Tweets on talk by Harry Markopolos, Madoff whistleblower

Here are my tweets on today's talk to the Boston Security Analysts…

The compliance-constrained financial advisor’s guide to using LinkedIn: Part I

"I'll connect on LinkedIn if my clients ask me, but I don't see…

I’m quoted in "Using Social Media in Your Job Search: Look before you Tweet"

 Usually I'm the interviewer, not the interviewee. So I…

Technical analysis of stocks can boost the power of your fundamental research

You can use technical analysis in combination with your firm's…

Question re: client portals–is there a way to capture your emails to clients?

It's tough to separate investment communications from technology,…

Fidelity’s head of technical research addresses "Where will the stock market go from here?"

Will the bull market continue?  Investment professionals…

Institutional equity research job hunters, check out this site!

If you're an analyst looking for a job in institutional equity…

JP Morgan’s Eigen: Put your clients in non-traditional, long-short fixed income

Too many of your clients are over-invested in traditional fixed…

Tip for organizing information in your blog posts and articles

"Group similar points together. They gain power from consolidation…
Thank you

How should you thank clients for referrals?

Everybody knows you should thank clients when they refer business…

"What the HELL is Social Media?" with a hat tip to Sree Sreenivasan

If you're still wondering why you should learn about social media,…

Tip for bloggers from novelist Will Self

Bloggers should constantly be on the lookout for topics. Inspiration…

Reader question: How can I share my investment commentary on LinkedIn?

You can use LinkedIn, yet stay within your compliance officer's…

Financial writers clinic: Lessons from Floyd Norris of The New York Times

I'm a big fan of New York Times columnist Floyd Norris. His Feb.…

My best posts for financial advisors who blog

If you're a financial blogger who cares about well-written blog…

Guest post: "The Lost Art of the Thank You Card"

I'm a big fan of saying "Thank you." So I'm delighted to feature…

Can you over-use "you" in your marketing materials?

You may be surprised by my suggestion that you can overuse "you"…