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Articles tagged "Cathy Curtis"


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Cathy Curtis: I won't follow Bill Gross to Janus.

How RIAs are managing the Bill Gross problem -- from firing his old PIMCO fund, to detailed letters to clients to taking a good look at Janus

Like all matters related to advice, advisors are determined to be decisive and articulate to clients

October 1, 2014 at 11:02 PM

John Bogle: They have a problem.

John Bogle tells the Morningstar crowd just why Vanguard Group has a 'problem' -- and it starts with his dogged criticism

The outspoken sage is outraged that his old company sells funds with 'Wonder Bread' sales tactics while holding itself out as the low-cost choice

June 14, 2013 at 5:25 PM

Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.

RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors

A whopping 90% of the mass-affluent investor pool is online and 44% of them are actively looking for an advisor

May 9, 2013 at 6:51 AM

Pat Allen: From the bottom up and from the top down, wirehouses and broker-dealers are working toward enabling advisors to participate online.

What three highly wired financial advisors have to teach us about social media

Blogs may be the most influential -- and most forgotten -- form of social media

July 21, 2010 at 2:51 AM

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