Analysis - FA Magazine

Analysis

Thursday, 19 August 2010
The financial advisory industry needs new blood, and firms need to think about ways to attract––and keep––new talent.

Ready For Reckoning

By Evan Simonoff - Wednesday, 18 August 2010
It is an unfortunate fact that we live in a world of imbalances. Three years ago, the global economy was dependent on American consumers shopping until they dropped, which they finally have. Today, that same world economy is dependent on China building a city the size of Houston every two months. Something is wrong with this picture and people everywhere are realizing it.

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Boomers Redefining What People ‘Need’

Monday, 09 August 2010
For many baby boomers, things like vacations, an Internet connection and pets are basic needs, not wants, says a new survey. But how might those attitudes affect their retirement plans?

No Lazy Summer Days For The Market This Year

By R. Samuel Fraundorf - Thursday, 05 August 2010
Deflation is possible, and increased taxes are on the way for the highest earners, says the president of Wilmington Trust Investment Management.

Top Advisors' Gloom Remains Pervasive

Monday, 02 August 2010
Muddling along is many advisors' most optimistic scenario.

The American Consumer: Willing and Able to Spend?

By David Kelly - Monday, 02 August 2010
As the recovery moves into its second year, it is clear that households will need to contribute more to the recovery going forward.

The Next Big Short

Thursday, 29 July 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.

Gloom Remains Pervasive

By Andrew Gluck, August 2010 issue
Muddling along is many advisors’ most optimistic scenario.

Many Financial Advisors Not Up To Speed On Financial Reform

Thursday, 22 July 2010
A large number of advisors are unclear about the financial services reform bill and its potential impact on their business.

RIA Merger Activity On The Upswing

Tuesday, 20 July 2010
M&A activity among RIAs rose in this year’s first half versus the prior year, at least in terms of the number of deals made, according to the mid-year report by Schwab Advisor Services.

Grantham: Europe Rejects Keynes For Hoover

By Evan Simonoff - Tuesday, 20 July 2010

When it comes to the art of being a silver-tongued purveyor of doom, Nouriel Roubini can't hold a candle to Jeremy Grantham. So when Grantham voices concerns that Europe is jettisoning the economic policies of Keynes for those of Herbert Hoover, I take him more seriously than, say, Paul (One-Note) Krugman.

Advisors Gear Up To Shape Financial Overhaul

Monday, 19 July 2010
Broker-dealers and financial advisors say they're satisfied for the most part with the overhaul bill passed by the Senate and are now gearing up to help shape the changes.

Reform Bill Means Changes For Advisors, Now And Later

Thursday, 15 July 2010
Changes await financial advisors now that the regulatory overhaul bill is final, some imminent and some that may be years away.

Has Hurley Fueled Advisors’ Delusions?

By Evan Simonoff - Thursday, 08 July 2010
As I reread the interview I did with Fiduciary Network CEO Mark Hurley in the July issue, it suddenly dawned on me how prescient many of his observations were, particularly about the benefits and pitfalls associated with potential acquirers of RIA firms. At the same time, I couldn’t help but wonder how much he had contributed to the delusional suspicions among many RIAs that their businesses were worth a fortune.

Hurley: Most Advisor Firms Worth Little

Monday, 14 June 2010
Most sellers are "delusional" about the value of their advisor firms, 95% of which have little or no value, according to Fiduciary Network CEO Mark Hurley.

BP Now Seems Like Gamble To Financial Advisors

Friday, 11 June 2010
Some advisors are concluding that BP PLC, which just a few months ago seemed like a blue chip, is just too risky for their clients.

Coming Down The Pike

By Eric L. Reiner, June 2010 issue
Health-care reform gave birth to new income tax laws that are crying for attention.

Clients’ Singular Obsession

By Evan Simonoff, June 2010 issue
Why the unemployment rate matters so much to them.

Rising Rates Not Fatal

By Michelle Knight, June 2010 issue
Bond investments shouldn’t automatically be sold off when interest rates rise. Here’s why.

The Sea Change In Generational Wealth

Thursday, 27 May 2010
Over the past decade, two of the major historical constants on long-term planning—the temporal limitations of the trust form as dictated by the Rule Against Perpetuities, and the inability of a trust settlor to avail him- or herself of spendthrift protection—have been undone in a growing number of jurisdictions.


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