September 2007

Demand For Trusts Explodes

by Tracey Longo

Advisors ramp up their game to ensure assets stay with them.

Where They Stand

A look at separately managed account performance.

Not Just For The Big Boys Anymore

by Sydney LeBlanc

Advances in technology make separately managed accounts available to smaller investors.

The Sector Shifter

by Marla Brill

G. Michael Mara puts a conservative spin on sector rotation.

Looking For Certainty

by Alan Lavine

Plan sponsors add income replacement funds to meet a demand for simplifying 401(k) choices.

Your Client's Hidden Risk

by David J. Drucker

Ignore your clients‚ homeowners insurance at their own peril.

The Back-To-Nature Boomers

by Bruce W. Fraser

Advisors help clients make their rural dreams a reality-and sometimes their own.

Role Reversal

by Bruce W. Fraser

What you can do to prepare your clients to care for elderly parents.

Unstructured Debate

by Caren Chesler

Advisors give structured notes decidely mixed reviews.

Donating Outside The Box


Advisors find creative ways to boost charitable giving.

Broader Horizons Can Pay Off

by Eric Uhlfelder

We look at some of the best buys among the growing list of industry-leading foreign companies.

Bulls In The China Shop

by Jeff Schlegel

China is primed for more growth.

File Trials

by Joel Bruckenstein

New technology and new demands for document security mean that even small firms must upgrade their processes

All Together Now


To repair the traditional wealth management business plan, Massey, Quick & Co. treats their clients as peers.

Clients With A Capital "C"

by Mitch Anthony

Do you understand the intrinsic value of the people with whom you work?

Native Intelligence

by Mary Rowland

Dennis Gibb's business with Native Americans keeps growing, and so do his ideas about how financial advisors should be paid.

Efficient Rebalancing

by David Lawrence

Here are some ideas to make the job easier when you have to check under the hood and tune up those portfolios.

Web 2.0 Marketing

by Andrew Gluck

Nearly everyone uses the Internet to find answers; it's time for you to use the Web to supply your own.

Advisor Emporium


Fidelity Expands Advisor Referral Program Fidelity Investments has expanded its advisor referral program for high-net-worth investors, Wealth...

Editor's Note


Hedge Funds as Victims? Sometimes it‚s very hard to tell how real a crisis really is...

Frontline News


States Reevaluating Who Should Be Licensed It's one of the financial industry's vexing questions: Who and what exactly is an investment advisor? It's...