August 2002

Cornering The Market

by Raymond Fazzi and Evan Simonoff

The battle to control your clients‚ financial data.

Novice Advisors Map Their Way

by Gail Liberman

The bear market is putting them to the test, but those who are RIAs have had a smoother ride.

The Challenge of Restoring Client Confidence

by Hannah Shaw Grove and Russ Alan Prince

A proactive and personal response is key.

Portfolio Overhaul

by J. Michael Martin

Letting go of the past and adapting to the future.

Take Your Own Medicine

by Bill Bachrach

How close are you to achieving financial independence?

How Much Pain Is Enough?

by Raymond Fazzi

Two leading economists debate what investors might expect to endure.

Daring Diversity

by Tracey Longo

That‚s what kept mid-cap value funds near the top of a sorry heap.

Savvy Mortgage Advice Ascends For Clients

by Marla Brill

Reducing mortgage bills for clients could accentuate advisors‚ value.

Foreign Stocks May Lead The Way

by Alan Lavine

There‚s optimism about overseas investments–but concerns linger.

Female Clients Expected To Fuel Growth

by Caren Chesler

In many practices, most new clients are women.

Turning Crumbs Into Cake

by Eric L. Reiner

A new tax law helps small businesses, including advisory shops.

Low Tide For Yield Surfers

by John Valentine

Now is the time to sell long-term bonds, says this commentator.

Hanging Tough

by Marla Brill

With mergers on the back burner, this fund is finding fewer opportunities.

Because We Can...!?

by Richard B. Wagner

That‚s why business scandals are proliferating.

Advisor Emporium


EAInvest Launches SRI Program For Independent Advisors EAInvest of San Francisco has introduced a program to help advisors interested in socially responsible investing (SRI)...

Editor's Note


Turn Of The Screw There are few more definitive tests of the character of a person, business or profession than how they respond to adversity...

Frontline News


Diversification Struts Its Stuff Some people could look at the current situation on Wall Street-corporate corruption, plummeting indexes, investors running for dear life-and see...