Pamela Black

Bank Investment Consultant

Pamela J. Black is editor in chief of Bank Investment Consultant and managing editor of Financial Planning magazine. A former editor at Business Week, Worth, Individual Investor and Folio; and a senior financial writer at J.P. Morgan, she has been writing and editing financial stories for 25 years. Her has work also appeared in Barron’s, The New York Times Magazine, Smart Money, The New England Financial Journal, Bottom Line and Ladies Home Journal. She is a graduate of Columbia Graduate School of Journalism.

Does Your Client Have That Personality?
When Jim King sits down with clients for the first time, he hands them the usual forms and risk-assessment questionnaires and a Myers-Briggs personality test, the same one used by top corporations to size up potential hires. I've found it useful for clients, to get an idea of their decision-making process, says King, owner of JP King & Associates, an RIA firm in Walnut Creek, Calif. And it helps me tailorr my presentation of information about financial matters to that client."
Why More Reps Are Getting Their Kicks on Route 66
Not long ago, becoming a registered investment advisor (RIA) was hardly considered a rep's best career move. In the early years of this decade, many of
Going Mainstream
Three years ago Barton Biggs, the curmudgeonly chief global strategist of Morgan Stanley, said a hedge funds had gripped the United States and Europe
Yes, the rich are different from you and me, most notably in terms of the financial advice they seek. If you aspire to serving these folks and who doesn't
Help Your Clients And Your Practice With Charitable Giving
Given the tough economic times and the condition of many bear-battered portfolios, it is not unreasonable to assume that a talk about charitable giving
A Separate Reality
The separately managed account revolution might well be sweeping the financial services industry transforming sales-junkie brokers into fee-based financial
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