Investment Advisor December 2010
Cover Story
Future Imperfect
Tarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.
Features
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Model Service
Jacob Gold and his advisory team advise about 600 households.
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Wealth Without Borders
Brazil's growth boom has earned the country a permanent place among those nations considered most important to the global economy.
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Counterintuitive Success
Okay, it's not really what we mean when we say "overlooked managers," but it will do for our examination of how the REIT space is doing.
Beginnings
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GOP House Will Attempt to Rein in Health Care, Dodd-Frank
The Republicans' victory in the midterm elections on Nov. 2 means that they will do their best to repeal health care reform and loosen the reins of regulation.
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Catching up with ... E. Clifton Hoover
David Dreman, chairman and CEO of Dreman Value Management LLC, announced he was passing the investment baton of his 33-year-old company to E. Clifton Hoover.
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Despite Growth, More ETFs “Jump the Track”
Most ETFs track an index instead of employing a professional manager, and inevitably there is a lag between the performance of the index and the fund's net asset value.
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One Hundred Days of Job Growth
In the State of the Union address earlier this year, Obama acknowledged that "the true engine of job creation in this country will always be America's businesses."
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Our Energetic Future
What happens if a $1 client investment incurs a $440,000 loss?
Columns
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The Right to Vote
One sign that a business is maturing is when its leaders do not fear dissent.
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Will ETF Flaws Diminish Their Appeal?
Are exchange-traded funds (ETFs) beginning to show their warts?
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After the Flood
Mindy Diamond started her career as an accountant.
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What Good Leaders Already Know
As I've stated in previous columns, advanced planning for affluent families requires a detailed discovery step to even reach the point where discussions about solutions can take place.
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Share the Wealth
One of the things I do for my advisor clients in my consulting practice is to take over the management of their employees.
Conclusions
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Year-End Tech Tips to Remember
If you are like me, you have a to-do list of items that need your attention.
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Will You Stay SEC Registered in 2011?
We all know by now that the assets under management threshold to remain registered with the Securities and Exchange Commission will be raised to $100...
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Wasted Time, Wasted Money, and Wasted Hope
Almost daily, financial advisors adopt marketing tactics that they hope will make them millions--tactics requiring as little effort as possible.
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Form ADV Changes Have Advisors Worried
Are you prepared for the changes to Form ADV Part 2? If not, you aren't alone. A recent survey conducted by RegEd, a compliance consulting...
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Strengthen Portfolios and Client Confidence Through Open Architecture
Too often, new prospects come into our office and, after we conduct a bit of fact-finding, we learn that they are in the same stock...
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Special Needs, Special Designation
Caring for a special needs child can be rough.
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Jazz, Children and Retirement
Good investment advisors, I would argue, are like jazz musicians.
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Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
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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