May 2006

Retirement Revisited

by Richard B. Wagner

Our editor-at-large responds to the message below that was sent to CFP certificants by CFP Board CEO Sarah Ball Teslik.

Reaching Out


A Connecticut planner brings help and hope to Latin America‚s poorest.

Virtual Made Easy

by David J. Drucker

Brent Hicks has created a business model that others want to adopt.

What Have You Done For Me Lately?

by Tracey Longo

The race is on among independent broker-dealers to recruit more top fee-based advisors.

Giving Experience Its Due

by Joel Bruckenstein

FIN has been supporting advisors for nearly 40 years, and it‚s still going strong.

Selling An SMA Practice

by Sydney LeBlanc

Can you put a price on the value of your advice, your standards and your relationships?

The Long And The Short Of It

by Marla Brill

Old Mutual is a veteran in the eclectic, newly recognized long/short category of funds.

Can This Millionaire Retire?

by Tracey Longo

Two advisors believe he can, but that may be the last thing they agree on.

Life Decisions


Advisors must tackle the toughest of issues to guide clients through decisions such as living wills.

The Inverted Yield Curve Ride

by Marla Brill

Many experts think this inversion is different.

An Undiscovered Asset Class

by Bruce W. Fraser

Most advisors know little about the structured settlements market.

In Dad's Footsteps

by David J. Drucker

Investment pros join fathers in their businesses.

Integrated Advisor Platforms

by David L. Lawrence

Software can help you with the one-stop-shop approach.

Think Again

by David J. Drucker

More advisors should consider doing client surveys.

The Value Run Continues

by Raymond Fazzi

Experience says growth will outperform. (But it doesn‚t say when.)

Opportunity Or Bubble?

by Eric L. Reiner

Passive vs. active investing is another issue in the red-hot emerging markets sector.

REITs Strut Their Teflon Stuff

by Raymond Fazzi

Their resilience reveals investors‚ broadening view of the asset class.

Managed Futures: Worth A Look

by Louis Stanasolovich

They offer a way to increase returns and diversification in a long-term bear market.

Starting Your Own Mutual Fund

by Tracey Longo

Is it worth the time, energy and expense?

Selling To A Financial Or Strategic Buyer

by BY Rebecca Pomering

What you need to consider before the deal.

Odometers And Speedometers

by Mitch Anthony

Being prepared to go the distance is better than sales overdrive.

Planning For The Ultra-Affluent

by Hannah Shaw Grove & Russ Alan Prince

Advisors can help clients mitigate taxes, enhance wealth and protect assets.

New Rule Causes Software Schizophrenia

by Andrew Gluck

New programs reflect difference between fiduciary and suitability requirements.

Advisor Emporium


Albridge Unveils Integrated Reporting Platform Albridge Solutions is adding detailed policy attributes on a broad range of insurance products to...

Frontline News


Breakaway Brokers Boost RIA Ranks The number of registered reps transitioning to investment advisory practices-so-called "breakaway...

Letters to the Editor


The SEC And The Real World Some advisors likely were a little wary to read in the April 10 Wall Street Journal that SEC Chairman Christopher Cox is considering naming Andrew Donahue to...