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Entrepreneur September 2004 Dian Vujovich	Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.
Entrepreneur July 2004 Dian Vujovich	Mutual Attraction Despite the headlines, mutual funds are still a good thing.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
Financial Planning January 1, 2005 Jennifer A. Liptow	White Paper According to a study by university researchers, stock picks of concentrated investors (those holding one or two stocks) outperform those of diversified investors (those with three or more stocks) by about one percentage point over the year following a stock purchase.
Real Estate Portfolio Nov/Dec 2004 Art Gering	A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio.
The Motley Fool November 29, 2007 Dan Caplinger	One-Stop Fund Shopping Large fund families aim to make it easy for investors to diversify their portfolios across several asset classes. Read on to see how using fund families can simplify your mutual fund investing.
CIO July 1, 2005 Susannah Patton	Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services.
Financial Advisor May 2004 Joel Bruckenstein	Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs.
Financial Planning May 1, 2005 Pamela Black	Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend.
Financial Advisor January 2004 Jeffrey A. Hollowniczky	Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process.
Financial Planning August 1, 2011 Israelsen & Howell	Being Reasonable Managing the expectations clients have for their investment portfolios can be more challenging than actually managing the portfolios themselves.
Registered Rep. April 3, 2012 Diana Britton	Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about.
Investment Advisor October 2008 Savita Iyer-Ahrestani	Not Alone American Beacon's manager-of-managers style produces cheap stocks with growth potential for Adriana Posada's large-cap value fund.
Real Estate Portfolio May/Jun 2004 Art Gering	Fitting In As a leading equity source for income, REITs try to find their rightful place in dividend-focused funds
Registered Rep. January 1, 2006 Kevin Burke	Balancing Act Part of the fallout from the regulatory onslaught of the past three years has been a drastic overhaul in how mutual funds are sold. Heading into 2006, the money-management business is entering a new era of price competition and consolidation.
Financial Planning January 1, 2006 Marshall Eckblad	REITs' Diversification Benefits Portfolios that included Real Estate Investment Trust (REIT) holdings have outperformed those without such holdings in recent years.
BusinessWeek October 16, 2006	Table: Fidelity Funds' Performance Here's a look at how the portfolios of the world's largest mutual fund company have fared against peers and the broader market.
Financial Planning February 1, 2006 Bob Hirschfeld	The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities.
Investment Advisor August 2010 James J. Green	The Final Word: The Near Occasions of Sin It will help you differentiate yourself if you go beyond what the law or the regulators require when it comes to client disclosure.
The Motley Fool August 4, 2008 Rich Smith	Morningstar Shines On Let's break down Morningstar's quarterly report and take a look at how all three of their segment's fared individually.
Financial Planning March 1, 2011 Temma Ehrenfeld	Diversification Works Investors with diversified portfolios who rode out the crash actually owned slightly bigger portfolios at the end of 2010 than they had at the peak of the market in 2007.
Investment Advisor February 2007 Thomas D. Giachetti	When Should You Register? Should an investment advisor with $30 million of "assets under management" register with the SEC? It depends on whether the advisor has "qualifying" assets under management.
BusinessWeek March 6, 2006 Lauren Young	Funds That Play The Field All-cap funds have their pick of equities, and are beating more focused peers.
Entrepreneur September 2003 Dian Vujovich	Take Me to Your Leaders A new research tool helps you find leading mutual funds.
Investment Advisor May 2009 Melanie Waddell	Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing.
The Motley Fool July 7, 2005 Selena Maranjian	Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising.
Financial Planning May 1, 2011 Scott Schutte	The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.
Financial Planning April 1, 2005 Louis Cameron Day	You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion.
BusinessWeek September 5, 2005 Anne Tergesen	Slow To Reveal The Deals Sure, brokerage firms and fund companies are disclosing more about their financial dealings. Dig deep enough, though, and you may unearth more questions than answers.
AskMen.com December 9, 2001 Rashmikant Patel	Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor?
Financial Advisor March 2004 David J. Drucker	Morningstar's Workstation Gets More Power The new version will take a dramatic step by offering CRM capabilities.
Registered Rep. July 6, 2006 Kevin Burke	Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar.
Financial Advisor January 2005 Steve Sanduski	Getting To The Heart Of The Matter Here's how to connect with your prospective financial advisory clients.
The Motley Fool November 1, 2005	Selective Disclosure, Explained The SEC instituted a "Fair Disclosure" rule that prohibited public companies from alerting analysts and major investors to important changes before disclosing that information to the general public. So what has happened since the rule went into effect?
Registered Rep. November 1, 2004 Will Leitch	The Advisor as Traffic Cop As high-net-worth investors spread their assets around more liberally, they are finding themselves in need of a traffic cop -- a central advisor who can sit in the middle of all the financial activity and make sense of it all.
Financial Planning February 1, 2006 Bob Hirschfeld	Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year.
Financial Advisor May 2008	Frontline News Clients Ticked Off At Their Advisors... Surprising Conclusions About Client Loyalty... The Keys To A More Profitable 401(k) Practice... etc.
Real Estate Portfolio May/Jun 2001 Jack McAllister	On the Rise If 401(k) plan values are to rise to their potential, they could use a little more yeast -- in the form of REIT stocks...
Registered Rep. January 1, 2005 Stan Luxenberg	Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients.
Entrepreneur November 2003 Dian Vujovich	Value Added Here's a midcap fund that's more than just middle of the road.
AskMen.com November 25, 2001 Rashmikant Patel	How A Financial Advisor Can Make You Rich The majority of people do not realize the importance of such planning until they have dug themselves into a deep financial hole, and that is why early planning is essential...
Financial Advisor July 2006 Tracey Longo	Advisors In The Spotlight A recent Investment Company Institute conference reveals financial advisors are the top source of investors' fund purchases.
The Motley Fool October 28, 2004 Robert Brokamp	Don't Be Financial Prey Is your financial advisor working for you? Here are three questions you should ask.
Real Estate Portfolio May/Jun 2003 Darlene Bremer	Quantity vs. Quality Public companies face strict mandates to disclose more financial information on a timelier basis, but can too much disclosure diminish its value to investors?
Investment Advisor January 2010	Broker/Dealer News New developments from The Insured Retirement Institute, Morningstar, and Financial Research Corp.: Insured Retirement Institute praises Mary Shapiro... Morningstar's new credit ratings... New study from Financial Research Corp...
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
The Motley Fool November 7, 2006 Dan Caplinger	When Your Advisor Quits Facing the retirement of a trusted financial advisor can be traumatic. By remaining objective and cautious during your transition to a new advisor, you can take steps to ensure that you will continue to receive the good advice you've come to expect.