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February
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IN THIS ISSUE
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- Features
Gail LibermanHolly Petraeus fights a war on American soil against financial rip-offs and naivete plaguing U.S. Service members.
Jeff SchlegelPittsburgh news anchor Bob Bruce did his last broadcast in December. Now he’s a full-time financial advisor.
Igor M. TomicIn Memoriam
Michelle KnightThe road out of the recession is fraught with risks that include spiraling budget deficits and out-of-control inflation.
Andrew GluckNew tools may help advisors determine whether a Roth conversion makes sense.
Roy DilibertoThese truths for financial life planners form the foundation of their integrity.
Caleb BrownAdvisors often make these mistakes when hiring a new employee. Here’s how to avoid them.
Gary C. BubbEmployees seeking a membership interest in an LLC might find themselves in tax limbo.
David J. DruckerWhen your client of ten years calls to say his wife just died, your response may make or break that relationship.
Joel P. BruckensteinImage Executive allows advisors to operate more productively, efficiently and securely.
Jeff SchlegelThe Winter Olympics come to Vancouver this month, shining a light on Canada—and its investment opportunities.
Marla BrillCurrency ETFs provide easy access to a huge but ignored asset class.
Eric RasmussenA new company called IndieVest hopes it can make independent films turn a profit for investors. Will the model work?
Leslie ScismRedesigned variable annuities are pitched to investors.
Bruce A. WeiningerAlthough underutilized, simple GRATs made up of marketable equity securities can be very effective estate planning tools.
Eric L. ReinerDonor-advised funds report droves of conversions from private foundations.
Marla BrillMark Donovan looks for cheap stocks with a momentum driver.
Brian DightmanMPT needs to be updated to address issues like volatility distortion. Enter PMPT.
- Frontline News
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Discussion
Should all advisors fall under one self-regulatory organization and could that happen on Mary Schapiro’s watch?
Join the Discussion
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CONFERENCES
Dorothy 
