Investment Advisor April 2006
Cover Story
Retiring Minds
As a baby boomer, I grew up believing that most people would work until age 65, then retire to a life of rest, play, and...
Cover Story
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Four Planners Who Get It: Tom Belisari
The best compliment--and referral--that Tom Belisari ever got came from the daughter of one of his clients. "She was speaking to a co-worker who had no...
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Four Planners Who Get It: David Maurice & Lois Carrier
David Maurice and Lois Carrier are strong believers in making sure clients are financially and emotionally prepared for retirement. "People have to emotionally adjust to...
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Four Planners Who Get It: Mark Carruthers
Mark Carruthers believes that everything begins with a plan, although he never envisioned having a practice that focused almost exclusively on retirement planning. "I don't think...
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Four Planners Who Get It: Chuck Robertson
Chuck Robertson is the type of advisor every retiree wants. He watches every penny his clients spend, and that includes helping his retired widow clients--who...
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The History of Retirement
In 17th century massachusetts, if a Plymouth colonist was wounded while defending the colony against Indians, he would receive a pension that would help support...
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Catch Up
There has never been a time when retirement planning represented such a challenge--and an opportunity--for advisors. Let's look at the facts. While it's true that...
Features
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Your Best Partners
Technology for financial advisors has come a long way in recent years, but probably remains the most complained-about aspect of running an advisory practice. After...
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Anything but Middling
During the past several years while virtually all the net flows for mutual funds went to value funds, there was a small cadre of growth...
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Self Improvement
What are advisors' goals today? Improving business practices and investment knowledge, connecting with clients in a more challenging market, and making more tactical/opportunistic investments were...
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Lifelong Learners
There are many advisory firms that place a premium on continuing education and professional accreditation. Depending on its business model, it's not uncommon for a...
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Best of Breed
Separately managed accounts (SMAs) are a segment of money management that is growing ever more popular with advisors who work with high-net-worth individuals, large family...
Beginnings
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Who Cares About the Oil Crisis?
After I worked for an oil and gas consulting firm out of business school from 1979-81. Bob Clark's column ("The Latest Oil Crisis," March 2006)...
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The Tilt of Beating the Market?
The stock market is a long way from Lake Wobegon, Garrison Keillor's fictional Minnesota town where everyone is above average. In fact, when it comes...
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Institutions Bypass Funds of Funds
When pension plans began to employ hedge funds five years ago in the wake of the stock market collapse, they did so primarily via funds...
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Greater Expectations
After six years of underperformance, many observers believe that large-cap growth stocks are poised to make a comeback. With rising energy prices, tightening credit, and...
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Strong Start for FPA Business Solutions Conference
The first-ever FPA Business solutions conference opened with a roar March 1, for 250 attendees at the Omni Hotel at Las Colinas in Dallas. FPA...
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A Less Scary SEC?
When the talk turns to Securities and Exchange Commission examinations and inspections, advisors tend to take notice. How can they do otherwise? The SEC conducted...
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Guides in the Wilderness
Here's a short quiz. What's the name of an association representing 30,000-odd professionals that was founded scant decades ago, but is poised to help the...
Columns
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From Silo to Ensemble
Once upon a time, the financial planning industry was primarily made up of solo practitioners. They took root as independent firms in local communities, and...
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Is Bigger Really Better?
I may set a new record for conflicts of interest with this column. It's even hard to know where to start. First, Pershing Advisor Solutions,...
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Meeting the Need for Income
A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams--everything from annuities that offer longevity...
Conclusions
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Solving the 419 Plan Puzzle
Don't you suspect that if you could afford the best accountants, you, too, would be privy to the tax-saving secrets reserved for the business elite?...
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Understanding Drawdowns
The mutual fund industry and many investment professionals have a well-guarded secret they do not want the investing public to know about: drawdowns. Drawdowns are,...
Sidebar Stories
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Brochure Costs
To give you an idea of the relative cost of brochures, let's start with the most expensive, a 16- pager with the works. Hiring a...
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SIX STEPS
Make sure you take these precautions when checking out the latest tax shelter. o Read everything! Don't rely on the sales presentation and reassurances of the...
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EIGHT PRACTICAL TIPS for OLDER CLIENTS
A phenomenal amount of information is pouring out of research labs about how the brain works, how its processes change as time goes on, and...
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About the Manager
As director, mid-cap equity, and senior portfolio manager at Munder Capital Management in Birmingham, Michigan, Tony Dong, CFA, manages 2.5 billion in the Munder Funds...
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BRIGHTWORTH PRIVATE WEALTH COUNSEL
5445 Triangle Parkway, Suite 150, Norcross, Georgia 30092 770-368-1700 Fax: 770-246-0319 www.brightworth.com Year Practice Began: 1997 Number of Advisors in firm: 4 Number of financial planners: 4 Number of investment researchers: 3 Number of support...
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Older, but Healthier
The portion of the U.S. population age 65 and older is expected to double during the next 25 years, but this may be no reason...
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Behind the Numbers,with Gail Dudack
Energy prices should go down for the year overall, with crude oil averaging out to $55 a barrel, according to the Managing Partner of the...
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Event Spotlight
Retirement Income Symposium
October 10-11, 2013
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The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
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Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
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The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
In this white paper you will learn how to earn more referrals and grow your...
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