Steve Gresham

Party's Over
Investor misfortune is a good thing at least for financial advisors trolling for new clients. The industry now sits on the cusp of perhaps the best illustration
Finding the Best Fit
The growing demand for managed accounts has created a supermarket of confusing product choices. The aisles are crowded with investors trying to figure
The Calm After the Storm
It's time to come out of the cave. The horrendous market conditions of the last three years put many a client and financial advisor on the defensive.
The Winds of Change and Their Effect on Portfolio Management
If predicting the future is hard, choosing a money manager who will outperform the market and his peers is doubly so. For proof of this fact, look no
The Art and Science of Manager Selection
There's an old saying in investment management consulting: If you want a clear picture of a manager, look at him during a bear market. Evaluating, selecting
Managed Accounts: The Big Picture
Managed accounts as part of an overall wealth management strategy.
How to Talk to Clients
In previous columns, I have addressed whom to target for managed accounts and why such investments are attractive to affluent clients. This month's column
Managed Accounts: Getting Past No
The investment policy statement is a great tool for convincing wary investors that moving their managed accounts money to you is in their best interest.
Talking Clients Into Managed Accounts
Last month's column detailed why financial advisors need to at least consider adding managed accounts to their practices. It also gave some insight into
Spreading the Gospel
If it ain't broke, why fix it? It's a frequently invoked reason for not adding managed accounts to an advisory practice. Unfortunately, that axiom does
Are Managed Accounts Right for You?
It's nearly impossible to ignore the rallying call for managed accounts. Ninety percent of advisors netting $300,000 or more annually collect some fee
Zeroing In on the Managed Account Customer
Managed accounts are all the rage. From wirehouses to regional broker/dealers, the drumbeat is the same: Morph into a fee-based business built on managed
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