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Investment Advisor
June 2007
Robert F. Keane |
Passive Disciplinarian A passive approach to investing, coupled with an active approach to client care, is financial advisor Charles Massimo's modus operandi.   |
Financial Planning
September 1, 2007
Gene Fama Jr. |
Equities Decoded Fama and French's famous three-factor model gives a clear view of stock prices. Here's how it works. |
Financial Advisor
March 2012
Bernie Clark |
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. |
Registered Rep.
May 12, 2010
Stan Luxenberg |
Oriented to Small and Value Stocks, DFA Has Rocked and Attracted Assets. Will It Be a Victim of Its Own Success? Dimensional Fund Advisors has thrived during the past decade partly because market conditions have favored their preference for small and value stocks. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Financial Planning
May 1, 2008
Mark Willoughby |
Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder. |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
On Wall Street
September 1, 2009
James MacPherson |
Investing for the Future If classic asset allocation did not prevent most portfolios from losing value, what might investors and advisors do to protect their portfolios, now and in the future? |
Financial Advisor
March 2012
Juliette Fairley |
More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans. |
Financial Advisor
November 2005
Grove & Prince |
A Dangerous Disconnect Many advisors don't understand what their wealthy clients want -- or need. By being able to deal with the planning concerns of the affluent by brining in the proper experts, the financial advisor will end up growing his or her business. |
Financial Planning
August 1, 2006
Scott A. Leonard |
The Dogs of the Dogs Should you be buying the worst of the worst for your clients? To get the most out of academic research, and to take full advantage of the added returns offered by value stocks, the easy conclusion is that when it comes to value, more is better. |
Financial Advisor
June 2008
Grove & Prince |
Survival Of The Fittest Whatever plateau your advisory business may have reached, whatever ceiling you might have bumped up against -- now is the time to blast off or blast through. |
U.S. Banker
February 2007
Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
Investment Advisor
November 2005
Bob Clark |
Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice. |
Financial Advisor
October 2011
Carty & Carty |
Retirement Survival A balance-sheet approach for necessities and life goals has many advantages for clients. |
BusinessWeek
October 8, 2007
Brian Hindo |
The Portfolio Balancing Act In turbulent times like these, the "rules" for asset allocation often go out the window. |
The Motley Fool
July 31, 2007
Amanda B. Kish |
The Best Emerging-Market Funds: Part 1 Tap into international growth with these funds: DFA Emerging Markets Value... Bernstein Emerging Markets... |
Investment Advisor
December 2007
Bob Clark |
Future Talk Using third-party portfolio managers just might offer a better business model for independents advisors. Here are a few things to consider when looking at third-party portfolio managers. |
