Investment Advisor June 2011

Both Sides Now: Using All of Your Brain to Make Good Decisions

By Olivia Mellan

Successful investing, says Jason Apollo Voss, is as much an intuitive, creative process as it is a product of linear, analytical thinking. Only when processes from both sides of the brain are properly combined can we make good decisions.

Ken Fisher's Holy Trinity of Authentic Client Service

By Ken Fisher

Steve Luckenbach’s article in the April issue of Investment Advisor, “The Path to Authentic Client Service,” centered on an indisputable point ...

Stockpiling Commodities

By Savita Iyer-Ahrestani, AdvisorOne

Once upon a not-too-long-ago time, most investors believed that a mix of stocks and bonds would provide the diversification necessary to withstand a market downturn.

Why You Need to Build a Sustainable Business

By Louise Barnes, Timothy Welsh

Consider this recent client conversation that a prominent financial advisor, Jim, recently had with one of his largest clients ...

2011 Broker-Dealer Presidents' Poll—Slideshow

By John Sullivan, AdvisorOne

Investment Advisor surveyed over 70 presidents and heads of broker-dealers big and small.

2011 Investment Advisor Broker-Dealer Reference Guide

By John Sullivan, AdvisorOne

To say it’s a time of flux in the broker-dealer and independent advisory industries doesn’t do it justice.

Beyond the Owner: Advisory Firm Paths to Success

By Philip Palaveev, Fusion Advisor Network

Large financial advisory firms are more profitable, grow faster and have higher equity value per dollar of profit.

Schapiro Says SEC to Focus in July on Fiduciary, 12b-1

By Melanie Waddell, AdvisorOne

Catching up with… Eric Henderson

By John Sullivan, AdvisorOne

Exchange-Traded Products Hit Record $1.13 Trillion in April: IndexUniverse

By Joyce Hanson, AdvisorOne

April’s stock rally contributed to a record $1.13 trillion in U.S.-listed exchange-traded products (ETPs), IndexUniverse.com reported Monday.

Commonwealth Financial to Allow Rep Access to Social Media

By John Sullivan, AdvisorOne

A third-party vendor will capture and retain data, deliver back to BD’s existing compliance platform.

Leaders with Google-y Eyes

By Mark Tibergien

Experts Dispute GAO Study That 401(k)s Only Benefit the Wealthy

By Melanie Waddell, AdvisorOne

Viva la Middlemen

By Bob Clark, AdvisorOne

Who’s Responsible?

By Angie Herbers

Value, Dividends and Risk Matter in Retirement

By Don Schreiber, Jr.

A historic 10-year bear market has left investors less wealthy, with many wondering if they can ever actually win at investing.

Ten Easy—And Cheap—Tech Tips to Improve Efficiency

By Dan Skiles

The following 10 tech tips include best practices as well as ways to just help your computer operate a little better.

From Deadlines to Lifelines

By Thomas D. Giachetti

Recently, the SEC indicated that two previously identified deadlines may be extended.

POINT: Non-Traded REITs—A Stability Play

By Danielle Andrus, AdvisorOne

Advisors looking for diversification and risk management need not settle for just stocks and bonds.

COUNTERPOINT: A Secondary Market for Non-Traded REITs

By Lawrence Cohen

The financial landscape is littered with investment vehicles designed to allow your clients to invest in the real estate market.

Emerging and Developed Markets—Decoupling or a Reversion to the Mean?

By Jim McAllister

Global equity markets have recovered strongly following the financial crisis and recession.

Insuring the Uninsurable

By Marlene Y. Satter, AdvisorOne

If you cater to clients who run large businesses, you know that they face increasingly varied risks every day.