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Financial Advisor August 2012 Mary Rowland	Capital In Motion A new book defends the role of America's super wealthy and the importance of their financial advisors. The book is called The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, by Gregory D. Curtis
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.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
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?
Investment Advisor April 2009 Bob Clark	Clark at Large: Timing Is Everything Now that (nearly) all asset classes have sunk, advisors are rethinking their investment strategies.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
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 January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
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 July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
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.
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.
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..
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
Registered Rep. December 23, 2011 Diana Britton	Not Going Tactical Could Pose Real Business Risks, Advisors Fear Following the twin market implosions of the past decade -- first tech, then real estate -- many retail financial advisors are looking for more tactical, meaning active, asset allocation solutions for client portfolios.
On Wall Street September 1, 2009 Bill Willis	Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients.
Registered Rep. December 1, 2011 Diana Britton	Is Tactical Investing Wall Street's Next Clown Act? There's a renewed interest in tactical asset allocation and new products that cater to that method.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
The Motley Fool July 15, 2008 Tom Hutchinson	Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford.
Investment Advisor November 2005 Bob Clark	Clark at Large: Boom Time If you're like most financial advisors, your baby boomer clients will pose a significant challenge in the years to come, both in the way you manage client portfolios and your practice.
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Registered Rep. August 7, 2014 Megan Leonhardt	Ten Charts That Explain What Advisors Think of Hedge Funds Overwhelmingly, advisors consider hedge funds an alternative investment, increasingly a generic catch-all term for anything that is not a mainstream liquid security.
Investment Advisor April 2009 Lewis Schiff	Danger & Opportunity: Seling Wisdom Advisors with a wealth-management practice orientation can provide the kind of services affluent families need during difficult market times.
Financial Advisor November 2009 Bruce W. Fraser	Shifting Landscape A shifting economic environment is also changing financial advisors' practice management world.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Financial Advisor November 2007 Andy Gluck	Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc.
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.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Registered Rep. June 15, 2009 Kristen French	Hedge Funds Bruised, But New Retail Products Abound So far this year, investors and advisors seem to have put the brakes on new hedge fund investments.
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 Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Investment Advisor January 2008	The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.
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.
Financial Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
On Wall Street November 1, 2008 Matthew Leung	Keeping Current Is Critical in Challenging Markets Clients' needs rule the day, so take advantage of existing educational sources, even in disparate areas of your work life.
Financial Advisor February 2007 David J. Drucker	The Retirement Dilemma Will your aging client base kill your financial advisory business?
Financial Planning December 1, 2011 John J. Bowen, Jr.	Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond.
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 October 2004 Sydney LeBlanc	Your SMA Business Primer Start here to learn how to open separately managed accounts (SMAs) for your clients.
Investment Advisor February 1, 2011 Andy Hyltin	Why Go Global in Choosing Real Estate for Client Portfolios? Deciding to invest in international REITs is easier said than done.
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 Advisor June 2006 Tracey Longo	Symposium Roundup The 2nd Annual Financial Advisor Symposium showed how to transform your practice to meet retiring boomers' needs.
Financial Advisor June 2007 Raymond Fazzi	Follow The Money Broker-dealers sum up the future of advisory services in two words: rich folks.
Financial Advisor June 2007 Tracey Longo	Finding Even Greater Growth The Financial Advisor Symposium in Las Vegas focused on practice growth strategies.
Investment Advisor April 1, 2011 Bob Clark	Boring No More With baby boomers moving into their distribution years, bonds -- and the folks who manage them -- are becoming a lot more interesting
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.