| Similar Articles |
|---|
 |
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 Advisor
September 2007
David Lawrence |
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints. |
Financial Planning
October 1, 2010
Donald B. Trone |
Last Step: Monitor A closer look at the final step in the investment management process: Monitor. Plus, clues about when it might be time to fire your money manager. |
Financial Advisor
January 2007
Joel Bruckenstein |
G-Sphere Gravity Investments, LLC, a firm that specializes in something they call Diversification Intelligence, has built a software application called G-sphere that attempts to extend the utility of the efficient frontier for advisors and their clients. |
Financial Planning
August 1, 2006
John Nersesian |
The Right Stuff Here's how to use performance metrics to select and evaluate fund managers for your financial advisory clients. |
Financial Planning
May 1, 2011
Andrew Rudd |
First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time. |
Investment Advisor
January 1, 2011
Bob Clark |
Better Advising Through Technology Orion Advisor Services reveals the future of practice management information. |
Investment Advisor
September 2009
Neal Ringquist |
Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing. |
Registered Rep.
January 1, 2003
Jason Van Steenwyk |
Winning the "Loser's Game" Investing is an activity in which the victor often prevails because he makes fewer mistakes than his rival does. It is no different for financial advisors and your clients. |
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 Advisor
September 2010
Carty & Carty |
Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims. |
Financial Advisor
July 2011
Joel P. Bruckenstein |
Economic Impact MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance. |
Financial Planning
June 1, 2010
Donald B. Trone |
Step Three: Formalize When upholding a fiduciary standard, ensuring your investment strategy is prudently planned and well-documented is vital. |
Financial Planning
January 1, 2011
Bogan & Doss |
Get in Shape Managing your business, just as with your waistline, is easier when you have clear goals, committed behavior and the ability to monitor your progress against your goals. |
Investment Advisor
September 2005
Kathleen M. McBride |
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P. |
Financial Advisor
June 2004
Sydney LeBlanc |
SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business. |
Financial Advisor
December 2003
Sydney LeBlanc |
Unified We Stand The latest sensation in managed accounts offers streamlined service. |
Financial Advisor
January 2007
Marla Brill |
Simple Solutions? Life cycle funds are expanding beyond the 401(k) market to financial advisors. Advisors considering using target date funds, whether on a limited or for a broad swath of clients, need to consider a number of features. |
Financial Advisor
December 2005
Raymond Fazzi |
Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great. |
Financial Planning
September 1, 2012
Joel Bruckenstein |
Fiserv Has Software to Help the Independent Advisor New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client. |
Investment Advisor
December 2009
Angela Herbers |
The Fast Track: Figures Don't Lie Finding the compensation benchmarks you need may take work. |
Investment Advisor
October 2005
Joseph & Kurdas |
Hedgeworld Hedge Fund Focus: Portable Alpha Investing Institutions seeking better risk-adjusted returns are increasingly employing a portable alpha approach, in some cases using this method to invest with multistrategy hedge fund managers through funds of funds. |
Financial Advisor
March 2011
Somnath Basu |
Back To Basics Advisors don't need to rely on complicated models to help clients avert losses. |
Financial Advisor
August 2007
Grove & Prince |
Corporate Executives Need Special Treatment Corporate executives can bring important growth opportunities to their advisor -- a long-term relationship filled with changing needs and expanding wealth, and access to their colleagues who may have similar needs and priorities. |
Financial Advisor
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
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. |
Financial Advisor
August 2012
Jarrett Solomon |
The Inefficiency Of Efficient Frontiers Studies show that the theory behind the efficient frontier is much sounder than its real-world application. Theoretically, the advisor is always choosing an efficient portfolio: It is just a question of where on the frontier it is appropriate for each client. |
Financial Planning
May 1, 2012
Donna Mitchell |
Savvy, Direct Investing The investment team at Gimbal Financial, an independent advisory firm, doesn't outsource all its investment management for clients anymore. Just two years ago, the Fishers, Ind., practice began using its own in-house investment strategy. |
Financial Advisor
December 2003
Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
Financial Planning
May 1, 2010
Donald B. Trone |
Step Two: Strategize As discussions heat up between the SEC and FINRA surrounding a new fiduciary standard, let's take a close look at ways advisors can get ahead of the game. |
Investment Advisor
September 2009
Lewis Schiff |
The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support. |
Investment Advisor
March 2006 |
Letters: Don't Knock Mutual Funds Letters to the Editor: Far From Fossilized... No One Does It Better... What's The Story With This Guy, Anyway?... |
Investment Advisor
October 2007
Neal Ringquist |
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. |
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. |
Investment Advisor
January 2008 |
The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation. |
Financial Planning
February 1, 2007
David E. Adler |
High Net Worth: Alpha-Beta Investing This institutional strategy is starting to make inroads among high-net-worth managers. |
Financial Advisor
May 2004
Gene Swanzey |
Hedge Funds Can Complement Modern Portfolio Theory Active management can result in higher risk-adjusted returns. |
Financial Planning
February 1, 2008
Huxley & Burns |
The Match Makers Advisors can use asset dedication to match client's cash flows to their liabilities. |
Registered Rep.
March 1, 2008
Stan Luxenberg |
To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad. |
Financial Advisor
June 2011
Timothy P. McGrath |
Expect To Work Harder Advisors need to communicate with clients more and provide them with more active portfolio management. |
Investment Advisor
August 2006
Joseph R. Biondo |
The IA Soapbox: First, Focus on the Client For an investment advisor, developing your unique best practices distinctly separates the independent firm from the traditional, non-independent firm. |
Financial Advisor
January 2009
Rebecca Pomering |
Turning Turbulence Into Growth Turmoil is creating big opportunities. |
Financial Planning
December 1, 2008
Suzanne McGee |
The Perfect Alternative Is there an asset class for your clients portfolios whose price moves in the opposite direction to that of mainstream investments like stocks and bonds? |
Financial Advisor
July 2006 |
The Golden Age of Growth As the RIA profession continues to grow and mature, it will be interesting to see if it retains its heterogeneous, inclusive character or evolves into a more homogenous business, as so many industries do over time. |
Financial Advisor
November 2009
Bruce W. Fraser |
Shifting Landscape A shifting economic environment is also changing financial advisors' practice management world. |
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. |
Financial Advisor
September 2005
Rick Adkins |
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. |
The Motley Fool
January 18, 2007
John Finneran |
Foolish Book Review: "Investors and Markets" William Sharpe's new book may cause a revolution -- or, at least, a coup in finance. |
Investment Advisor
May 2009
James J. Green |
Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning. |
Investment Advisor
June 2010
Bob Clark |
Clark at Large: Investing Like the Big Boys Alternatives can make a big difference in client portfolios. |
