Investment Advisor January 2006

Features

  • Listen Up

    By Maya Ivanova

    The research is in and it turns out that it pays to listen to your clients. The results of the 2005 Rydex Advisor Benchmarking Survey...

  • Producer Group

    By Staff Writer

    In your search to find business approaches that can make your practice stand out, you may have found that real value is more elusive than...

  • The Growth Resolution

    By Staff Writer

    This January space is a guest columnist's dream: It comes precisely at the moment when you've had time to make New Year's resolutions--both personal and...

  • Boxes Are Not Classes

    By Staff Writer

    In the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...

  • Far From Fossilized

    By Robert F. Keane

    The offices of Advisors Capital Management may be liberally sprinkled with dinosaur bones, shark's teeth, ammonites, orthoceras, and other specimens from Chuck Lieberman's collection of...

  • Many Happy Returns

    By Kathleen McBride, AdvisorOne

    Heading into the next quarter-century of Investment Advisor, we wondered if there were any diversified equities funds that have been managed for 25 years or...

  • Balancing Act

    By Kathleen McBride, AdvisorOne

    What a remarkable time these last few years have been for independent broker/dealers. The markets have recovered from a bubble, a crash, a grinding bear...

  • A Notch Higher

    By Melanie Waddell, AdvisorOne

    For a few years now, consolidation and regulatory scrutiny have been the buzzwords in the clearing business, but executives at clearing firms say another trend...

Beginnings

Columns

Conclusions

Sidebar Stories

  • Youngest Baby Boomers Are Also More Sophisticated

    By Staff Writer

    Here come the Barely Boomers. That's the sobriquet for the youngest batch of baby boomers in a new report from the Spectrem Group, which notes...

  • Behind the Numbers, with Gary Shilling

    By Staff Writer

    he least optimistic of our panelists about the stock market and sees a possible bear market in the offing for this year. "My long-term favorite...

  • Technical Analysis

    By Staff Writer

    Investments in technology to empower reps at their desks, or virtually anywhere, is a common theme that ties into all aspects of the independent broker/dealer...

  • Toughest Job: Getting Boomers to Defer Gratification

    By Staff Writer

    Advisors have the toughest job in America, because they're not selling you; what they're trying to do is get you to defer your spending, and...

  • The Classic Model

    By Staff Writer

    For B/Ds that own manufacturing and distribution, open architecture may be a key to their survival. "Reps don't want to be compelled, especially in this...

  • About The Manager

    By Staff Writer

    Very few portfolio managers have run a mutual fund for as long as James Stratton. In 1972, he founded the Stratton Growth Fund and Stratton...

  • Charles Lieberman

    By Staff Writer

    Chief Economist and Investment Strategist Advisors Capital Management L.L.C. West 115 Century Road Paramus, New Jersey 07652 201-986-1900 www.advisorscenter.com Year current firm began: 2004 Number of principals: 4 Number of clients: 100 individuals plus...

  • Nine Steps to a Compliant Article

    By Staff Writer

    Here are some pointers on how to write articles using your compliance department as your partner, not your adversary. Identify the common problem you...

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