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Investment Advisor
February 2010 |
So You Want to Have a Profession? Bob Clark presents the following five standards that will clearly and unambiguously define a new profession of Independent Financial Advisors.   |
Investment Advisor
January 2007
Kathleen M. McBride |
When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know. |
Investment Advisor
June 2009
Angela Herbers |
The Fast Track: Letting Go Success comes from helping advisors determine what they and their firms do best, and then custom-building a practice to maximize those skills. |
Financial Advisor
April 2008
Evan Simonoff |
The Big Chill While the financial advisor community and their clients have avoided most of the mortgage-related problems, advisory firms' merger and acquisition activity is suddenly becoming a victim of fixed-income market paralysis. |
Investment Advisor
June 2007
Bob Clark |
The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve. |
Investment Advisor
January 2007 |
The Mark That Makes It Letters to the editor: Hope It Wasn't Something I Said... Who Best to Educate the Public?... Longing for the Past... etc. |
Investment Advisor
April 2007 |
Wealth Is The Name of the Game Letters to the editor: Never Mind Texas, What About Missouri?... Change is Good... etc. |
Investment Advisor
June 2009
Angela Herbers |
Now and Then Bob Reed's decision to build a firm that allowed all its employees to exercise their abilities has led to growth in assets under management and in revenue even during this grinding recession. |
Investment Advisor
February 2010 |
Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
Investment Advisor
November 2006 |
Tell Us How You Really Feel Letters to the editor: Board to Death: Reloaded.. At a conference near you... Corrections... |
Financial Planning
December 1, 2005
Donald Jay Korn |
Hot Commodities Real assets are on a tear. Better yet, they offer great diversification and a hedge against inflation. The current trend probably has room to run, and there are other very real reasons to allocate a regular portion of clients' portfolios to commodities. |
Financial Advisor
May 2006
Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
Investment Advisor
June 2009
Robert F. Keane |
About the Planner Facts and figures about Bob Whalen, president of Brewer Financial Services. |
Investment Advisor
June 2007 |
Fiduciary First of All Letters to the editor: Doing the Fiduciary Wiggle... Corrections... etc. |
Financial Planning
September 1, 2011
Temma Ehrenfeld |
The Big Idea: Diversify With Futures Your clients may balk when they hear "futures" - accusing you of straying into a fantasy of an asset class that solves all our problems. Yet finance professionals have used managed futures for decades to boost the performance of stock and bond portfolios. |
Fast Company
January 2005
Marshall Goldsmith |
When the Golden Rule Doesn't Work Everybody isn't you. And everybody doesn't want to be managed the way you do. |
Investment Advisor
November 17, 2010
Baer & Baer |
Strengthen Portfolios and Client Confidence Through Open Architecture The past two years have been a lesson in wealth preservation |
Investment Advisor
September 2009
James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
Financial Advisor
September 2010
Jeff Schlegel |
Lowdown On Alternatives Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging from covered calls to the Chicago Cubs. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Financial Advisor
July 2011 |
Alternatives In The Spotlight Many of the 600 attendees at the second annual Innovative Alternative Strategies conference came to learn how to use these investments in client portfolios. |
Financial Advisor
September 2009
Evan Simonoff |
The Acquired Advisor's Long, Hot Summer Tensions between advisors and consolidators are producing on-the-job retirements at some firms. |
Registered Rep.
March 1, 2003
Eric Uhlfelder |
Managing the Future For those still willing to make some moves, commodity trading advisor programs (CTAs), also known as managed futures, can be an attractive alternative to equities. By their very nature, commodity funds excel during bouts of volatility. |
Financial Advisor
September 2010 |
Frontline News Frontline News: Advisory Industry Faces Talent Shortage... Rule Change Could Crimp Alternative-Oriented '40 Act Funds... FPA Announces Heart Of Financial Planning Award Winners... more... |
Financial Advisor
August 2009
Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
Financial Advisor
April 2005 |
Frontline News 529 Plans Could Face New Restrictions... View Boomers As Four Separate Groups, Oppenheimer Says... Teslik Discusses CFP Board Changes... New Challenges For Pension Funds... NFP Acquires Highland Capital... etc. |
Investment Advisor
June 2010
Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
Investment Advisor
January 2010
Bob Clark |
Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking? |
Registered Rep.
March 30, 2011
Matt Matrisian |
Bridging the Succession-Planning Gap Too many advisors need help planning their financial futures. Today, only about 18 percent of independent advisors have a well-defined business succession plan that is ready to implement. |
Registered Rep.
February 7, 2012
Diana Britton |
Yield of Dreams: Managed Futures for Crisis Alpha, But What About the New Normal? The majority of managed futures managers are trend followers, meaning they react to price movement and ride trends. They don't try to make a prediction about where the markets are headed. The hard part is knowing you're in a trend when it's happening. |
