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By Gil Weinreich, AdvisorOne |
May 3, 2013
Altegris is not a huge company, managing around $3.3 billion in client assets. But the Genworth-owned firm casts a large shadow for at least a few reasons.
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By Bob Seawright |
April 29, 2013
When people calculate their risk of hurricane damage and make decisions about hurricane insurance, they consistently misread their prior experience and make poor choices, according to a recent study.
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By Bob Seawright, Madison Avenue Securities |
April 1, 2013
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.
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By Editorial Staff |
November 21, 2012
The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.
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By Bob Seawright |
July 26, 2012
Let me deal with the necessary disclaimers first: I am a huge fan of Moshe Milevsky, a prolific author and my colleague at Research magazine. That said, Professor Milevsky’s new book is a terrific read.
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By Bob Seawright |
May 24, 2012
Much retirement planning advice focuses on saving more and saving earlier. But this advice isn’t always realistic and often comes couched in unjustified criticism.
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By Editorial Staff |
April 24, 2012
May brings the 10th annual IA 25 (well, ninth if you don’t count our special 30th anniversary edition, “Thirty for Thirty,” in 2010), Investment Advisor’s editors’ pick of the 25 most influential people in the industry.
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By Bob Seawright |
March 26, 2012
In the words of the great Benjamin Graham, an “investor’s chief problem – and even his worst enemy – is likely to be himself.”
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By Bob Seawright, Madison Avenue Securities |
November 23, 2011
Few products within the financial services industry have received as much consistent criticism as fixed index annuities. An FIA is a type of deferred fixed annuity that earns interest or provides benefits that are linked to an external reference or index, most commonly the S&P 500. The insurer underwriting the...
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By Kenneth Silber, Research |
November 22, 2011
The December issue of Research magazine showcases the 2011 Advisor Hall of Fame. Now in its 21st year, this annual feature is a benchmark of excellence in the industry. Another highlight: the Research Roundtable looks ahead to 2012. This expert panel convenes annually to assess how market developments will play...