Wealth Manager Web April 2006

Cover Story

• Divide and Conquer

  By Nancy Opiela

  It was twenty years ago when "Determinants of Fund Performance" by Gary Brinson, Randolph Hood, and Gil Beebower put asset allocation on the map by...

• College Credit

  By Lynn O'Shaughnessy

  If you have affluent clients with teenage children, you might have noticed that they exhibit a certain weary resignation as the deadlines for college applications...

• The Unknown Index

  By Justin Daniels

  Financial advisors tell their clients they will hunt for the best investment to help them outperform the market. Ah, yes, 'THE MARKET.' It is a...

• Performance Chasers

  By James Picerno

  Fidelity has them. So does Vanguard. But once you look beyond those goliaths, mutual funds with performance fees are a rare breed. That's disappointing news...

• Taking Charge

  By James Picerno

  In the mid-1990s, Stuart Lucas read the writing on the wall, and it wasn't encouraging. He and his extended family--heirs to the Carnation Company fortune--faced...

• Soft Landing

  By Stan Luxenburg

  Convertibles hit potholes last year. During the first five months of 2005, the average convertible fund lost 4.5 percent, lagging the Standard & Poor's 500-stock...

• Small Packages

  By Britt Erica Tunick

  The smart money in 2006 is on small and micro cap stocks--at least that is the consensus among a large part of the investment community. Both...

• Call Me

  By Erin Flynn

  With so many cell phone options to choose from, how can financial planners sort out what's necessary from what's not? Since most advisors will tend...

• More Is Less

  By Thomas D. Saler

  Malcolm Forbes once compared inflation to dandruff, saying both were problems without solutions. For investors who would like to give inflation the brush-off, it might...

• The Outer Limits

  By Bennett Voyles

  In every human endeavor, there are a few pioneers who expand the fields of possibility-- brave test pilots who fly off into the wild blue...

• In the Know

  By Bryce M. Sanders

  You are a wealth manager, involved in the community for years. You've done it for all the right reasons. You haven't tried to "run the...

• Staying on Top of the World

  By Alan Gersten

  What could be a safer investment to recommend to your clients than Coca-Cola? It's just some nice sugar-water that everybody around the world likes to...

• Fitting In

  By Norman M. Boone

  Hiring the right candidate at the right time for exactly the position that needs filling can be the most important way to make your firm...

• Down to the Wire

  By Julian Block

  A Wall Street Journal story of Jan. 11, 1985, told of a woman who asked the IRS for more time to file her return, saying:...

• Look Closer

  By Janet Aschkenasy

  Security expert Bob Strang well remembers the time his company was hired to investigate the CEO of a private equity partnership who was purported to...

• Behind the Name

  By Patricia J. Abram

  Wealth management is all the rage these days ... and deservedly so. Affluent clients benefit from an in-depth consultative relationship that provides a variety of...