August 2004

Planning For The Future

by Raymond Fazzi

Lowry Hill feels like its ability to simplify the lives of affluent families is why clients rarely leave.

Professional Insights

by Hannah Shaw Grove and Russ Alan Prince

Their complex needs and family situations require unique solutions.

Advice & Trust

by Bill Bachrach

You have to stick to the program to succeed–and so do your clients...

Small-Cap Funds Start Exhibiting Caution

by Alan Lavine

Several managers believe next year will be better than this year. Small-cap stocks have led the way out of the recession that ended in 2002...

Time To Reappraise Market Timing


Some say it‚s a diamond in the rough; others see fool's gold.

Bear Brawl Comes Up Short


Now Jeremy Grantham says 2005 will be the great black hole.

Commodity Investments Help Diversify Portfolios

by Pauline P. Lam

A new tool–resampled efficiency–helps create optimal allocations.

Coming Attractions Sound Good

by Gail Liberman

But nonequity luxury private-resident clubs may have strings.

The New Advisor's New Ally?

by Gregory Bresiger

The independent research business, buoyed by a recent settlement that provided it with tens of millions of dollars, is hoping the advisor community will see it as a new source of unbiased information.

The New Way To Growth: Buying Another Practice

by David J. Drucker

Catching the seller's eye. In the first part of this series, we discussed those preparations a successful buyer makes before entering the marketplace to bid on a practice...

Making Practice Efficiency Happen

by David L. Lawrence

The office environment and the client-centered experience.

An Environment Of "Muted" Inflation

by Marla Brill

Manager says predictions of soaring inflation, interest rates are overblown.

Independent Broker-Dealers Improving SMA Programs

by Sydney LeBlanc

Who‚s doing what with in-house and third-party programs.

All Aboard

by Tracey Longo

Planners and advisors continue to switch independent broker-dealers.

Custodians Filling Different Niches

by Raymond Fazzi

Competition in the custodial services industry has undoubtedly provided advisors with more choices, as a steady stream of niche players have squeezed into a market dominated by powerhouses such as...

Don't Let The Name Spook You

by Joel P. Bruckenstein

Why would anybody name a portfolio management and reporting package targeted at independent reps and RIAs PowerBroker? I have no idea...

What Have You Done For Me Lately?

by Dave Moran

When the client asks, be ready with your answer: comprehensive planning. Wonderful guy, this client; a well-respected research scientist with a great sense of humor and a 55-foot fishing boat...

Advisor Emporium


Fidelity Offering New Portfolio Management System Fidelity Investments of Boston will offer registered investment advisors an institutional-level portfolio...

Editor's Note


The Problem With Predictions Almost a decade ago I remember reading a brilliant book called The Retirement Myth by Craig Karpel...

Frontline News


New Accounts Won't Cover Lifetime Medical Costs A new study has found that Health Savings Accounts (HSAs), while providing benefits to young workers, fall short...

Letters to the Editor


Flawed Methodology In Value Article Kevin Wilson‚s article "Why Value Beats Growth" (Financial Advisor, June 2004) uses some flawed methodology used to reach his...