David Port

• The CEFEX Factor

  By David Port  |  September 1, 2009

  Advisors and investors who want an extra degree of certainty about the trustworthiness of a fund management firm can check to see if that firm...

• Retirement income reinvented

  By David Port  |  August 1, 2009

  Boomer clients are desperately seeking return potential from income-generating products -- the sooner the better. We all know annuities can get it done. But where...

• Save the boomer client - Best tech tools that do more with less

  By David Port  |  July 1, 2009

  If time is money, then it's high time for advisors to take full advantage of the tech tools at their disposal. As an advisor and technology...

• Integration status report: Progress, but still room for improvement

  By David Port  |  July 1, 2009

  When it comes to technology tools for advisors, integration is as important as innovation. While software providers and broker/dealers have made substantial strides in developing...

• ETFs for uncertain times

  By David Port  |  June 1, 2009

  While Benjamin Tobias lately has been busy shifting client money out of mutual funds and into exchange traded funds, fellow advisor Susie Johnston, CFP, has...

• Guarantees gone mild

  By David Port  |  May 1, 2009

  Labels vary, but one word characterizes the adjustments many carriers are making to their guarantees in reaction to the financial crisis: necessary. "We're seeing it with...

• Managed accounts and the boomer meltdown

  By David Port  |  May 1, 2009

  Hard-learned lesson No. 268 from the financial crisis: Even the most advanced, well-conceived and wisely applied investment product is vulnerable during a market meltdown. As advisors...

• Managed accounts with a safety net

  By David Port  |  May 1, 2009

  "If only those assets had been protected by some kind of guarantee..." Such a lament might not be nearly as common had assets resided in...

• Stay in the VA fray

  By David Port  |  April 17, 2009

  Recent sales figures don't lie -- variable annuities are a tougher sell today than they were a year or two ago (for obvious reasons.) Here's...

• Surviving the financial 'fix'

  By David Port  |  April 1, 2009

  Fundamental changes in financial market oversight appear imminent amid a prevailing sense of regulatory impotence, says Barry P. Schwartz, a partner at ACA Compliance Group,...