CONFERENCES

Quick Poll

Have you bought or do you plan to buy an iPhone?

	Yes
	No

Life Settlements: A Risky And Wild Investment

July 30, 2010 - Federal regulators and lawmakers are fast at work trying to tame life settlements, those tricky products that promise a much higher return over more traditional conservative offerings.

The Next Big Short

July 29, 2010 - David Tice and Harry Rady offered tips on how to profit from possible market downside scenarios at Financial Advisor's Innovative Alternative Strategies conference this week in Chicago.

Former Vikings Owner Embroiled In Tax Case

July 29, 2010 - Another shoe may be dropping on a troubled strategy used by scores of executives to avoid big capital gains taxes.

Calling Custodians Early May Shorten Exams

July 29, 2010 - Many advisors wait until the last minute to sign authorizations that allow third-party custodians to share clients' positions with the SEC. That could hold up an SEC examination for months.

More FA News

Current Issue

•

More Refined In 2009
By Eric Rasmussen

RIA assets surged in 2009, but companies were still nursing a hangover from the crazy recession ride.

•

Are Advisors Delusional?
By Evan Simonoff

Mark Hurley says they are because they believe their firms are very valuable—but most aren’t.

•

Volatility Is Here To Stay
By J. Michael Martin

Let’s learn to manage it.

•

A New Era
By Andrew Gluck

With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.

•

Every Project Needs A Plan
By David Lawrence

Doing a project well means that you must map out the steps, or risk being derailed.

•

Practice Overload
By Bill Bachrach

Advisors have too many clients and are working too many hours, for too little money.

•

Beyond MPT
By Mary Rowland

Technical analysis firm and money manager Dorsey Wright has gained adherents for its point-and- figure research.

•

I’m Buying ... You Selling?
By David J. Drucker

Donna Skeels Cygan didn’t know she wanted to sell her advisory practice until she got an offer.

View the complete Issue»

READ OUR BLOGS
Evan Simonoff's FA Blog	Dorothy Hinchcliff's FA green Blog	Charlie Stroller’s Smart Spender Blog
READ OUR OTHER PUBLICATIONS

Online Extras

Social Security Benefit Considerations

Most people are confused about the many variables and calculations that affect how much money they will receive from Social Security and when. But if your clients make the wrong choice it can mean losing tens of thousands.

The Psychology Of Retirement Planning

Decoding your clients’ financial behavior can be challenging. Here's some advice.

Roth IRA Conversions And College Planning

Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.

More Online Extras
Click here for all the Online Extras Articles

Market/Economic Commentary

The Domino Effect

Will the falling economies of Greece, Spain, Hungary and others be strong enough to lead to the toppling of the global economic recovery and emerging expansion?

'Sophisticated' Investors And The Hedge Funds They Love

Hedge fund performance is in the tank but money continues to flow in.

More Marketing/Economic Commentary
Click here for all the Marketing/Economic Commentary

Exclusive Sponsored Sections

Annuities How they fit into retirement planning.	Custodian/Fee-Only How they serve advisors.	Insurance Trends in the business.	Broker/Dealer What they offer financial advisors.
Education/529 Developments affecting this popular education planning tool.	Retirement Income Ideas for building income.	B/D Rankings See our annual ranking of Broker Dealers.	Mutual Funds Articles on a variety of these investments