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Investment Advisor July 2007 Bob Clark	A Fund of Your Own Pooling client assets may be the solution to a number of problems advisory practices are facing.
Financial Advisor June 2012 Jeff Schlegel	Taking Flight More advisors are launching funds, but building assets isn't easy.
Investment Advisor January 2008 Bob Clark	Part of the Solution For financial advisors, a fund you run yourself (with help) can solve some thorny issues.
Financial Advisor April 2008 Eric L. Reiner	Hedging Your Bets Richard Lee Jr. presides over the 50-person Dallas advisory Lee Financial Corp. A private placement fund of hedge funds that Richard Lee Jr. uses for clients returned nearly 20% last year.
Investment Advisor October 2009	The Soapbox: What You Need to Know About Hedge Fund Conversions Not all hedge funds can be seamlessly converted into mutual funds.
Financial Advisor November 2006 Tracey Longo	Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium.
Financial Advisor September 2007	Advisor Emporium Fidelity Expands Advisor Referral Program... NorthStar 5.0 Streamlines Wealth Management... Roge Select Opportunities Fund Launched... Retirement Gap Tracking Made Easier... QA3 Partners With IPS AdvisorPro... First American Launches Quantitative Funds...
On Wall Street October 1, 2009 Elizabeth Wine	Hedge Funds: Are They Worth It? Strategists in the wirehouses and elsewhere say hedge funds were wrongly maligned, and that the good funds can still serve the purpose of diversifying a portfolio and reducing risk.
Financial Planning July 1, 2005 Donald Jay Korn	How Super Are Hedge Funds? They're today's happening investment, but advisers and clients who are swooning over hedge funds should bear in mind that there are many reasons these super-investments don't deserve their glorified image.
Financial Advisor October 2010 Michael Patrick Jacobs	Investors Demand More This advisor provides highlights of what he's found clients today are looking for when they seek advice.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Financial Advisor May 2004 Gene Swanzey	Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns.
Financial Advisor August 2007 Marla Brill	Hedging Your Bets A growing group of market-neutral mutual funds have distilled the essence of hedge fund investing into a more regulated, liquid and accessible format.
Financial Advisor November 2003 Alan Lavine	Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company?
Financial Advisor April 2010 Jeff Schlegel	An Alternative World A growing number of financial advisors and their clients are clamoring for alternative investments in the wake of the massive market maelstrom of '08-'09, but it's a broad space requiring lots of due diligence.
Registered Rep. February 1, 2006 Stan Luxenberg	Do-It-Yourself Funds of Funds The real deal breakers for financial advisors with wealthy clients who have sophisticated needs are that hedge funds tend to be illiquid and lack transparency. Here's how to use mutual funds that use hedge fund strategies to solve this problem.
Registered Rep. April 6, 2011 Diana Britton	Do-It-Yourself Advisors Launch Alternative Funds As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand.
BusinessWeek November 10, 2003 Jeffrey M. Laderman	Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers.
Financial Planning March 1, 2005 Israelsen & Clement	Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
Financial Planning March 1, 2007 Craig L. Israelsen	Tales of the Tape When you look at annual returns, stocks, equity mutual funds and indexes tell surprisingly different stories.
Investment Advisor January 2006 Robert F. Keane	Far From Fossilized Advisors Capital Management looks to provide clients with true individual portfolios of diversified securities at a much lower cost than is possible with mutual funds.
Financial Advisor August 2004	New Accounts Won't Cover Lifetime Medical Cost Health Savings Accounts will fall short... Advisors Cautious On New Hedge Fund Rule... Portfolio Management Software... Managers Bullish On U.S. Equities... etc.
Investment Advisor January 2007 Jeff Joseph	An Advisor Source for Alternatives Although hedge funds have historically been (and continue to be) the domain of the high-net-worth and ultra-HNW investor, the investment advisors that aspire to counsel this demographic have been slow to embrace these strategies in their own practices and portfolios.
Registered Rep. February 27, 2003 Will Leitch	Wealthy Clients Growing Disenchanted with Advisors A just-released report from the Spectrem Group, a Chicago-based consulting firm specializing in the affluent market, says only 59 percent of high net-worth clients are pleased with their advisors' performance. That's down from a 79 percent satisfaction rate just two years ago.
Financial Advisor February 2004 Evan Simonoff	The Other Side Of Hedge Funds Some advisors are using hedge funds to minimize risk, not boost returns.
Registered Rep. March 1, 2003 David Geracioti	In Praise of Gains, Any Gains Hedge funds are not the daredevil investment vehicle that they're made out to be. In fact, they might very well be an essential component of a bear market portfolio.
Financial Advisor November 2003 Marla Brill	Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested.
Financial Advisor March 2007 Tracey Longo	Can You Afford PR? Here's some insight from industry experts on the media bang financial advisors should get for their marketing buck.
The Motley Fool April 22, 2005 Selena Maranjian	Not Your Father's Mutual Fund Funds have changed a lot -- and not for the better. Select carefully.
The Motley Fool July 30, 2007 Amanda B. Kish	Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look.
BusinessWeek June 6, 2005 Anne Tergesen	A Fee Frenzy At Hedge Funds Add in extra charges for items such as audits, account administration, and trader bonuses, and the average hedge-fund investor pays as much as 3.5% of assets a year.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
Financial Planning July 1, 2006 Dan Wheeler	Hedge Funds, Unplugged Take the buzz out of the hedge fund phenomenon, and you may find less electricity than you think.
BusinessWeek December 12, 2005 Lewis Braham	Funds Made To Deliver "Absolute return" mutual funds aim for a positive result no matter how the stock market does.
Financial Advisor September 2005 Tracey Longo	Billion Dollar Babies What makes some of the biggest investment advisory firms in the country tick?
Financial Advisor June 2007 Tracey Longo	Finding Even Greater Growth The Financial Advisor Symposium in Las Vegas focused on practice growth strategies.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Financial Planning December 1, 2009 Donald Jay Korn	Hedge Fund Backlash Investors deserted hedge funds in droves in 2008, angered by the perceived arrogance of managers who weren't holding up to their promises.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
Registered Rep. June 8, 2011 Joel Greenblatt	Anyone -- Even The Little Guy -- Can Beat the Market As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then -- pay a lot less.
Registered Rep. March 1, 2003 Grove & Prince	The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that.
Financial Advisor July 2005	Frontline News Advisors Who Market Their Business Do Better, Study Finds... New Pershing Unit To Work With RIAs... FPA Members Strongly Favor Social Security Reform... Economy Tops Terror As Chief Fear Of Affluent, Survey Says... etc.
Financial Advisor March 2005 Cohen & Overgard	So Many Hedge Funds ... So Little Time Similar to concerns about the myriad of mutual fund choices, investors face a similar dilemma about how to choose a successful hedge fund. Thus, selecting a hedge fund can be a daunting task, but not an impossible one for the educated investor.
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
Financial Advisor January 2012 Marla Brill	Making The Cut Financial Advisor and Private Wealth magazines announce their inaugural all-star research team.
The Motley Fool May 8, 2006 Rich Smith	Hedge Funds for Everyone Here is an interview with John Mauldin, president of Millennium Wave Advisors, about hedge funds, mergers, and buyouts.
Registered Rep. March 1, 2005 Chris O'Leary	The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises.