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Investment Advisor August 2009 Jeff Joseph	Venture Populist: Positive Asymmetrical Outcomes A seemingly larger pool of advisors cling desperately to their discredited diversification dogmas and polished pie charts in the hope that investors may have not noticed the failure of their advisors' mantras and models.
Investment Advisor February 2010 Jeff Joseph	Venture Populist: Venture Hits and Exit Wounds Venture Capitalists achieve their highs from the opium of OPM (that is, Other People's Money) ...so even a bad trip is still a free trip.
Investment Advisor October 2009 Jeff Joseph	Venture Populist: The Private Venture Test RIAs that possess the requisite mandate, means, and mindset should embrace private venture investments -- for the benefit of both their clients' portfolios and their practices.
Financial Planning September 1, 2009 Geoff Considine	Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide.
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.
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
Financial Advisor March 2010 Alan Lavine	Markowitz: MPT Holds Up Modern portfolio theory never claimed diversification would help during financial crises.
Finance & Development September 2009 Jeremy Clift	Questioning a Chastened Priesthood A profile of psychologist Daniel Kahneman about the psychological research of economic science.
On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
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.
Investment Advisor October 2010 Jeff Joseph	Exits Over Outflows Progressive investment advisors would be well-advised to adapt their core competencies to embrace more diverse and opportunistic investment opportunities outside the public equities markets.
Investment Advisor September 2009 Jeff Joseph	Venture Populist: Variable Liquidity Positive asymmetrical outcomes also refers to the appeal of venture and early-stage investments where multiple liquidity and exit outcomes are possible.
Investment Advisor August 2010 Jeff Joseph	Venture Populist: Terms of Engagement for Private Venture Advisors Angel and venture investors often have the option to determine to what extent they intend to contribute professionally to their new portfolio holding.
On Wall Street September 1, 2010 Aarti N. Maharaj	Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness.
On Wall Street December 1, 2008 Bennett Voyles	Investor's Loss Is Taxpayer's Gain Losing investments can help your clients' portfolios at tax time.
Investment Advisor April 2010 Jeff Joseph	Venture Populist: The Venture Investor's Put Option How to increase the range of returns for private investments.
Financial Advisor August 2010 James Picerno	Searching For Progress Financial innovation is under fire. Failing to beat the market is only one reason.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
Investment Advisor July 2009 Jeff Joseph	Venture Populist: Proposed -- A Hybrid Portfolio Theory There is a better way to build investment portfolios than the methods presently employed by most investors and advisors.
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?
On Wall Street June 1, 2011 Carl Resnick	ETFs: The Ideal Asset Allocation Tool? True diversification has become the primary focus of smart advisors. To the benefit of these advisors and their clients, a wide range of well-built exchange-traded funds has emerged to represent just about every asset class available.
Investment Advisor June 2009 Don Schreiber, Jr.	Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally.
Investment Advisor May 2009 Jeff Joseph	Venture Populist: Chaos = Opportunity (Oh, please) Will advisors revisit their mantras or continue to tout the same asset-allocation models that have so devastated their portfolios?
Investment Advisor September 2010 Jeff Joseph	Venture Populist: Angels, Take Control of Your VC Financing With Puts and RBFs Angel investors and their advisors must become more creative with their financing structures if they hope to avoid the same fate as the current VC industry.
The Motley Fool January 7, 2008 Rex Moore	If You Do Just One Thing Today To start to plan for your retirement, whether it is just around the corner or decades away, take the first step on the road to proper asset allocation.
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 April 2010 Robert F. Keane	Climate Change and Asset Allocation Mercer and a group of institutional investors launched a strategic asset allocation study to explore the potential impact of climate change scenarios on asset allocation.
Financial Advisor June 2004 Harold Evensky	Clients Misbehavin' Nobel laureate Daniel Kahneman, a psychologist at Princeton University, applies lessons from behavioral finance to client management and identifies several common mistakes individual investors are prone to make.
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 Advisor January 2006 Sydney LeBlanc	Breaking The Mold The new SMA environment will allow advisors to demonstrate in a truly value-added fashion that they bring a great deal of expertise to the table from which clients can benefit.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Planning March 1, 2010 Schriger & Banks	The Next Asset The market may have made a remarkable recovery since March 2009, but clients have to actually participate -- that is, take some risk -- to reap the benefits. Not every client is doing so.
Financial Planning September 1, 2013 Allan S. Roth	How to Calculate an Advisor's Value Morningstar has a new way to measure the payoff to clients from working with a good planner. Do you measure up?
On Wall Street May 1, 2012	Five Questions With Daniel Kahneman Daniel Kahneman, the 2002 Nobel Prize winner in economics and the author of the best-seller Thinking, Fast and Slow, tells us how both emotional and deliberative thinking figures into the client-advisor relationship.
Commercial Investment Real Estate May/Jun 2011 Anita M. Pittman	Distressed Asset Joint Ventures: A Winning Trifecta? This model can help banks maximize the return on their growing inventory of real estate-owned and troubled loans.
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?
The Motley Fool June 12, 2007 Rex Moore	If You Do Just One Thing Today Take the first step on the road to proper asset allocation. You should determine your risk profile and see if your allocation is aligned with it.
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.
HBS Working Knowledge December 1, 2011	Thinking Slow: An Argument for Bureaucracy? Jim Heskett explores the argument for a more deliberative approach to problem solving offered up in the new Daniel Kahneman book, Thinking, Fast and Slow.
Financial Advisor November 2010 Eric Rasmussen	Sharpe On Post Retirement The Nobel laureate spoke to NAPFA members about what it means to get 4% a year.
Registered Rep. December 7, 2015 Brian P. Hull	View From The Top: Customized Outcomes What was true in 1990 remains true in 2015: There is still a need for financial advisors to build and sustain a trusted and valued relationship with their clients
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Investment Advisor February 2009	A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks.
Financial Advisor May 2009 James Picerno	A Necessary Evil What is crucial to the success of diversification is the price you pay for initiating exposure to different asset classes. At certain times, you're paid to assume risk; at other times you're not paid to assume risk.
Financial Planning September 1, 2009 Suzanne McGee	The Athletic Portfolio In this environment, a good portfolio is one that rides out storms and takes advantage of opportunities -- one that demonstrates strength, flexibility and endurance. What should financial advisors do to deliver peak performance for clients?
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
Investment Advisor July 2010 Jeff Joseph	Venture Populist: Founder's Skin-in-the-Game Remember Jobs and Wozniak? Gates and Allen? Don't assume a founder's lack of committed capital to be a stumbling block to a venture's success.
On Wall Street October 1, 2008 Tim Knepp	Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.
National Real Estate Investor December 1, 2002 Michael D. Goodwin	Recapitalizing for the Long Haul This is the dilemma: the new investor requires the building to be transferred to a new venture, but the transfer to a new venture requires the developer to recognize taxable gain. Regulations finalized last year by the IRS have resolved this dilemma.
Bio-IT World June 2005 Michael A. Greeley	Who Wants to Be a VC? The objective is to stay relevant to a venture firm while the industry contracts. Develop the case that you can help create great companies (and great returns) because you have built a Rolodex and an ability to identify patterns of success.