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Investment Advisor
April 2009 |
Upgrades News on advisors and their partners: Greenbaum and Orecchio changes name to Modera Wealth Management... EISI offers the Bear Market Plan... CRM Software releases ClientView Live... Prima Capital forms an alliance with Central Trust and Investment Co. ...   |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Financial Advisor
August 2005
David J. Drucker |
The Case Against Benchmarking Do benchmarks in portfolio reports convey the wrong message? |
Financial Advisor
February 2012
Karen Demasters |
Anatomy Of A Merger The creation of Modera Wealth Management had some glitches, but the outcome has been better than the principals anticipated. |
Investment Advisor
August 2006
James J. Green |
IA Leaders: Back in the Saddle As her NAPFA chairmanship concludes, Peggy Cabaniss moves to her next challenge. Here is an interview on how she got started in the business, on what she provides to clients and the future of the industry. |
Financial Advisor
January 2005
Alyn Ackermann |
International Rules Financial professionals look to international equities for earnings growth. The correlation between U.S. markets and larger companies in developed markets, and large-cap corporations around the world, has steadily increased in recent years. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
Investment Advisor
February 2010
Bob Clark |
Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession. |
Financial Advisor
March 2008
David J. Drucker |
Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely. |
Financial Planning
August 1, 2008
Donald Jay Korn |
Labels Under Fire Regulators are making it clear that advisors who use the word "senior" or various synonyms to transact business unethically are squarely in their sights. |
Registered Rep.
September 30, 2011
Diana Britton |
When Investing in Hedge Funds, Don't Aim For Home Runs Hedge funds and other alternative strategies can provide a reasonable rate of return and lower or negative correlations to stocks and bonds, but they can also carry greater risk. |
Financial Planning
October 1, 2012
Scott Wenger |
Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem. |
Financial Advisor
September 2007
Jeff Schlegel |
Donating Outside The Box Such vehicles as donor-advised funds, private foundations and charitable remainder trusts are commonly used by many financial advisors to help clients achieve their charitable goals. But sometimes unconventional steps can also play a philanthropic role. |
Investment Advisor
June 2007
James J. Green |
A Level Playing Field An interview with NAPFA's Dick Bellmer on the group's consumer education campaign on fiduciary standards. |
Registered Rep.
December 13, 2011
Charles Paikert |
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring. |
Financial Advisor
February 2006
Tracey Longo |
NAPFA: Holier Than Thou The chairwoman of the the small and once-feisty organization for fee-only financial advisors seeks balance between the group's rabble-rousing roots and concern for members. |
Financial Advisor
July 2008
David J. Drucker |
Retirement On Hold With a shaky market, retirement plans must be rethought, modified and, hopefully, salvaged. |
Registered Rep.
March 16, 2011
Charles Paikert |
Lessons from 2008 Helping Wealth Managers Cope with Current Crisis Lessons learned from the financial crisis of 2008 and 2009 are serving wealth managers well as they -- and their clients -- confront a cascade of unsettling economic news from the Mideast and Japan. |
Financial Planning
November 1, 2007 |
On The Job AIG Retirement Services in Los Angeles, Calif., has promoted Lillian Caliman to senior vice president and chief information officer... The CFP Board of Standards has named Carol Lee Roberts to be managing director of examinations and education... etc. |
Financial Planning
June 1, 2008
Martin M Shenkman |
Protect the Weak Chronic illness affects every aspect of wealth management. Because these matters are so important, you'll have to work through any discomfort about addressing these issues. |
Registered Rep.
May 19, 2011
Diana Britton |
NAPFA Announces Rebranding Campaign, Plans to Become Leader in Financial Planning The fee-only business has evolved from what it was 10 years ago, and it was time for NAPFA to reflect that change in the business or it would risk becoming irrelevant. |
Financial Planning
April 1, 2013
Donald Jay Korn |
Safer Strategies for Leveraged Investing Borrowing to buy stocks is back in style, but many planners give short shrift to using leverage to improve long-term results. |
Financial Planning
August 1, 2011
Donald Jay Korn |
Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now. |
