Jun 2, 2014
How one boomer put faith in stockbrokers, trusted more in himself and retired rich enough
It's not just what advisor Karl Thunemann trusted but what advice he took-- and that $15,000 from his mother-in-law
KT
Author
Karl Thunemann
4 articles
Articles written by Karl Thunemann
Aug 27, 2013
Washington Wealth, now part of the LPL OSJ realm, annexes a $220-million-AUA team in Seattleland
The ex-Wells Fargo team chose the name Kimball Creek to highlight its Northwestern roots -- but it's also a metaphor for the high the stakes their clients face
Jul 3, 2013
Investor Karl interviews Mark Tibergien -- guru, author, chief -- who tells why solo practices are far from extinct
The gospel of RIA says these days that big and complex is The Way, but the Pershing Advisor Solutions chief proves an unexpected champion of the mom-and-pop advisory shop
Jun 3, 2013
On Barron's panel at IMCA, three top advisors tell what knocked them on course
I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets