Expanding the Conversation
The Investment Advisor team strives to be a true partner with you, our valued readers. As part of that partnership, we will be offering a series of ongoing Web logs that expand on our magazine content, extend the insight of our authoritative contributors, and allow you, the registered users of InvestmentAdvisor.com, to respond immediately with your own comments.
Road to Independence
Mike Patton is heading down an uncertain road that some of you have already traveled, and that some of you are considering taking. In this blog, Mike will chronicle in real time his new professional life as an independent advisor, with all its triumphs and challenges, extending his first-person report that will appear from time to time in Investment Advisor magazine. Mike Patton is the principal of the newly founded Integrity Wealth Management, in Baton Rouge, Louisiana, where he works with high-net-worth clients as their "Personal CFO."
The Fast Track
Angie Herbers has written for IA since 2005 on how to bridge the gap between the planner generations. Her blog will provide direct, to the point advice to both the principals of established firms in finding and retaining the best talent for those firms, and to those talented newcomers themselves on how the groups can together build firms-and a profession that will endure.
Clark At Large
Bob Clark, editor-at-large for Investment Advisor and its former editor-in-chief, is never at a loss for words, or opinions for that matter, on the issues that concern the planning profession. Bob's weekly blog will not only provide another outlet for his creativity, but will give readers more thought-provoking wit and wisdom from someone who's seen it all.