Investment Advisor June 2011
Features
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Both Sides Now
Jason Apollo Voss became co-manager of the Davis Appreciation & Income Fund in 2000.
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Ken Fisher's Holy Trinity of Authentic Client Service
Steve Luckenbach’s article in the April issue of Investment Advisor, “The Path to Authentic Client Service,” centered on an indisputable point ...
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Stockpiling Commodities
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.
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Why You Need to Build a Sustainable Business
Consider this recent client conversation that a prominent financial advisor, Jim, recently had with one of his largest clients ...
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2011 Broker-Dealer Presidents' Poll—Slideshow
Investment Advisor surveyed over 70 presidents and heads of broker-dealers big and small.
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2011 Investment Advisor Broker-Dealer Reference Guide
To say it’s a time of flux in the broker-dealer and independent advisory industries doesn’t do it justice.
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Beyond the Owner: Advisory Firm Paths to Success
Large financial advisory firms are more profitable, grow faster and have higher equity value per dollar of profit.
News
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Exchange-Traded Products Hit Record $1.13 Trillion in April: IndexUniverse
April’s stock rally contributed to a record $1.13 trillion in U.S.-listed exchange-traded products (ETPs), IndexUniverse.com reported Monday.
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Commonwealth Financial to Allow Rep Access to Social Media
A third-party vendor will capture and retain data, deliver back to BD’s existing compliance platform.
Columns
Conclusions
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Value, Dividends and Risk Matter in Retirement
A historic 10-year bear market has left investors less wealthy, with many wondering if they can ever actually win at investing.
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Ten Easy—And Cheap—Tech Tips to Improve Efficiency
The following 10 tech tips include best practices as well as ways to just help your computer operate a little better.
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From Deadlines to Lifelines
Recently, the SEC indicated that two previously identified deadlines may be extended.
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POINT: Non-Traded REITs—A Stability Play
Advisors looking for diversification and risk management need not settle for just stocks and bonds.
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COUNTERPOINT: A Secondary Market for Non-Traded REITs
The financial landscape is littered with investment vehicles designed to allow your clients to invest in the real estate market.
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Emerging and Developed Markets—Decoupling or a Reversion to the Mean?
Global equity markets have recovered strongly following the financial crisis and recession.
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Insuring the Uninsurable
If you cater to clients who run large businesses, you know that they face increasingly varied risks every day.
Advisor Tools
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