Investment Advisor October 2003

Features

  • The High Cost of Waiting

    By Staff writer

    If your clients are like most in- vestors, the recent rise in interest rates may make them wonder if now is the right time to...

  • Networking Niches

    By Melanie Waddell, AdvisorOne

    When it comes to finding a professional association that provides networking opportunities and educational support, advisors don't have to look very far. More and more...

  • All In The Family

    By Staff writer

    When you think of a fund manager, you probably think of an individual proud of doing his own research, patiently picking individual equities or bonds,...

  • Global Voyage

    By Eric Uhlfelder

    In the 1990s, when George Soros made headlines--and billions--trading the British pound and Southeast Asia's currencies, most investment advisors figured his activities were the kind...

  • Step By Step

    By Staff writer

    While the jury is still out on whether the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) is stimulating the economy, the act's...

  • Strength In Numbers

    By Staff writer

    Forget the one about a tree falling in the forest. Here's a better question: If a company's building burns down and the company's auditor is...

  • Shades of Gray

    By Staff writer

    Once upon a time, the staff at a local United Way office realized that it had never received a donation from the town's most successful...

Beginnings

  • Fund of Funds or Investable Indexes?

    By Jeff Joseph

    A recent analysis by Morgan Stanley researchers revealed that hedge funds as a group have produced relatively constant (positive) alpha returns for the past 13...

  • A Sustainable Small-Cap Revival?

    By Staff writer

    Small-cap growth funds are outperforming the broad market as the economic recovery spurs investor confidence. Like previous rebounds, the current recovery is generating disproportionately higher...

Columns

  • Absolute Truths on Marketing

    By Staff writer

    Harry Beckwith is a marketing genius and advisors can learn a lot from him. His first book, Selling the Invisible (Warner Books, 1997), has sold...

  • Happier Days

    By Staff writer

    It's good again. Advisors are getting more clients, they report getting good returns, and they believe we are in a bull market, according to our...

  • Out of Bounds

    By Staff writer

    The news these days is full of geopolitical disputes over territorial boundaries: where they are, where they should be, and who is infringing on them....

  • Making Marketing Magic

    By Staff writer

    It has come to my attention that many financial advisors have completely stopped marketing over the last couple of years. Many of you are not...

  • Career Counseling

    By Mark Tibergien

    If you're like most financial planners, whether you're a solo practitioner or have formed an ensemble, sooner or later you've realized that you could leverage...

  • A New Twist on an Old Strategy

    By Melanie Waddell, AdvisorOne

    Although we've experienced a recovery in the equity markets this year, investors remain gun-shy about jumping back into the markets full throttle. This is quite...

Sidebar Stories

  • About The Manager

    By Staff writer

    BEN INKER Ben Inker is the chief investment officer of quantitative developed equities and director of asset allocation at Grantham, Mayo, Van Otterloo & Co....

  • Achieving Your Ideal

    By Staff writer

    Robert Walsh just launched a coaching company that recently helped 18 advisors create their ideal practice. Here's a sampling of the questions each participant had...

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