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Financial Planning December 1, 2009 Steve Dalton	Doing the Diligence It has becoming glaringly clear, in the wake of Ponzi schemes, hedge-fund insider trading scandals and the severe volatility in the equity, credit and real estate markets, that wealth managers need to at the top of their game.
Investment Advisor February 2009 Bob Clark	The Perfect Ponzi While the Madoff debacle has been a disaster for thousands of investors, the timing couldn't be better for independent advisors.
Financial Planning August 1, 2011 Suzanne McGee	Hedging the Risk It's hard for most advisors to undertake the level of due diligence required to figure out which hedge fund managers can genuinely add alpha, and which ones are breaking the law.
On Wall Street January 1, 2009 Larry Silver	The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year.
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 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 May 2010 Andrew Gluck	Private Equity Pitfalls Few advisors possess the resources required to research these deals.
Registered Rep. June 6, 2011 Diana Britton	The New Due Diligence There's a shift towards more of a focus on operational due diligence, rather than just relying on performance and track records.
Investment Advisor June 2009 Jeff Joseph	Venture Populist: Private Practice Advisors could improve their value proposition and their clients' portfolios by developing private venture investing competency.
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust -- Part 1 Though Bernard Madoff was carted off to jail, he still casts a long shadow over the financial advisory community and advisor/client relationships.
Investment Advisor May 2009 Melanie Waddell	Danger & Opportunity: The SEC Reformation An exclusive interview with SEC chief Mary Schapiro regarding financial services reforms.
Financial Advisor March 2012 Juliette Fairley	More 401(k) Avenues Demand is increasing for advisors who can help companies with their retirement plans.
Financial Planning August 1, 2013 Keith Johnson	How Advisors Can Rebuild Trust Five years after the meltdown, advisors still face a crisis of confidence.
Financial Planning May 1, 2011 Karen C. Altfest	Presumed Guilty Even if we think we've been successful for a long time, we never can stop presenting our credentials and accomplishments, and demonstrating our stability to those who are new. As you sit in prison, Bernie Madoff, thanks for the reminder.
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.
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.
Financial Planning July 1, 2010 Marion Asnes	Envestnet's Fiduciary Opportunity Bill Crager, president of Envestnet, is not going to wait for Washington to figure out the fate of the fiduciary standard. The way he sees it, the market has already spoken.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
Financial Advisor April 2005 Sydney LeBlanc	Advisor And Manager: A Symbiotic Relationship Trust and respect are essential ingredients in establishing a lasting bond between a financial advisor and investment manager.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
Financial Advisor January 2006 Bill Bachrach	Creating The Business You Want Take three steps back and decide how you want your life to look, create your financial game plan and choose where and how to best spend your time. Those three steps will give you the kind of business you really want, and take less time to achieve it.
Registered Rep. June 30, 2010 Christina Mucciolo	Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly.
Financial Advisor June 2012	Forward Progress Five experts discuss the state of the advisory business.
Financial Advisor November 2012 Mary Rowland	Tough Test An entrepreneur evaluates advisors for the wealthy. These families now have a "search firm" to perform due diligence on advisors and help the families find exactly the right one.
Investment Advisor February 2009 Mark Tibergien	Restoration After we finish blaming everyone else for this mess, here's how to take control of our advisory businesses and begin to restore clients' trust in the industry.
On Wall Street March 1, 2010 Bo Bohanan	Do You Really Want To Be A 401(k) Consultant? It is fairly easy to spot the advantages and opportunities of working in this marketplace. But, not all of the pitfalls are as evident.
The Motley Fool December 17, 2008 John Rosevear	An Investing Lesson From the Super-Rich As details have emerged about Bernie Madoff's investors, who have collectively lost up to $50 billion in his Ponzi investing scheme, one lesson that has emerged is that major league wealth doesn't automatically impart investment wisdom.
Registered Rep. February 24, 2009 Halah Touryalai	Madoff Victims Go After Solvent Parent Companies How Tremont Group Holdings plans to defend itself against claims that it was "reckless" with client money that was invested in Madoff funds is something anyone interested in how fund of fund companies conduct due diligence -- will be watching.
The Motley Fool December 15, 2008 Alex Dumortier	Avoiding the Next $50 Billion Ponzi Scheme The scandal and scope of Bernard Madoff's fraud is a further blow to the financial sector's reputation.
The Motley Fool June 29, 2009 Brian Richards	Roundtable: Lessons From the Madoff Mess 71-year-old Ponzi scheme mastermind Bernard Madoff was given the maximum sentence for the 11 criminal counts to which he pleaded guilty: 150 years in jail. Motley Fool writers offer opinions on the lessons learned.
On Wall Street June 1, 2010	Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services.
Financial Planning February 1, 2010 Donna Mitchell	5 Questions for Maribeth Kuzmeski What is marketing if not forging a link between you, clients and prospects? In her new book, the connectors, marketing expert Maribeth Kuzmeski discusses strategies for building long-term client relationships.
On Wall Street July 1, 2010 Frances A. McMorris	Confusion Reigns Among Wirehouse Advisors On The Fiduciary Issue With all the frenzy over the call for a universal fiduciary standard for all financial and investment advisors, it appears that those in the wirehouses don't really understand the debate.
On Wall Street November 1, 2009	Marcia Kramer Mayer Marcia Kramer Mayer of NERA Consulting speaks about how the SEC should look to the example set by the IRS, which uses computerized searches to identify investment fraud problems.
Investment Advisor July 2010 Ray Sclafani	The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates.
Financial Advisor December 2011 Bill Bachrach	Higher Ethics It's unethical and out of integrity to be a financially unsuccessful financial advisor.
The Motley Fool March 24, 2009 Beyers & Lomax	Who's More to Blame: Bernie Madoff or the Media? March Stock Madness -- Second Round: Let's call this one the battle of the scapegoats. Who's the bigger one? Bernie Madoff or Jim Cramer?
Investment Advisor January 2010 Lewis Schiff	The Affluentialist: The Next Case of Madoff Disease The same seductive allure will still infect some advisors and clients with short memories and weak immune systems.
Entrepreneur May 2009 Rosalind Resnick	How to Spy a Scam Its may be time to stop taking those longstanding relationships for granted.
Investment Advisor April 2009	Soapbox: How to Restore Trust If we want advisors to act in the best interest of clients, there should be a compensation system that offers them incentives them to do so.
Financial Planning December 1, 2009 Kristina Fausti	Fiduciary Q and A Most advisors are still not clear on the issues regarding a fiduciary standard. Here are some Qs and As on the subject.
Investment Advisor February 2009 Melanie Waddell	Is Mary What the SEC Needs? The alternative to FINRA overseeing advisors, and what advisors would definitely prefer, is a self-regulatory organization.
Investment Advisor May 2009	Soapbox: A Modest Proposal for Wealth Managers Advisors should adopt a financial version of the Hippocratic Oath.
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 Planning July 1, 2009 Donna Mitchell	A Brighter Outlook Advisors' confidence in the economy and the stock market improved in May, to a reading of 100.48 -- up nearly seven points from 93.59 in April.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
Financial Planning August 1, 2008 Chris Radford	Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business.
Financial Advisor March 2012 Donald B. Trone	Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry.
Financial Advisor March 2012 Joni Youngwirth	When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action.