April 2008

What Is Money ...

by Richard B. Wagner

It depends on what we agree it is.

Life Of The Party

by Gregory Bresiger

Did Greenspan cut interest rates to stay popular?

Power Of Attorney: A Can Of Worms?

by Gail Liberman

Advisors must be careful that they don't exceed their authority when making changes or releasing funds.

Much Appreciated


People are giving to charity everything from cars to shares in pro football teams.

Where Opportunity Knocks

by Marla Brill

Manager Jerry Jordan buys and sells aggressively around market cycles.

Strategic Income Funds Can Limit Volatility

by Bruce W. Fraser

This fund group offers diversity, reduced risk, and the potential for higher returns.

Bank Shares Near Bargain Levels

by Eric Uhlfelder

The perfect storm spawning the banking crisis may create opportunities.

Capturing Alpha With ETFs

by C. Michael Carty and Julia M. Carty

Devising profitable strategies requires recognizing when a cyclical change is taking place.

Carnival For Investors


Brazil's sizzling bull market is entering its sixth year, but can the party last?

Trump Card

by Tracey Longo

International funds have had a winning streak, but will they outplay others this year?

Stars Align For Long-Short Funds

by Alan Lavine

Long-short funds have been outperforming most equity funds over the last year.

Hedging Your Bets

by Eric L. Reiner

Hedge funds and their mutual fund knock-offs challenge advisors.

Mind Mapping

by Joel Bruckenstein

Some financial advisors find mind mapping software helpful in analyzing issues.

No Plans To Retire


Christina Winch, a former teacher, is now the spiritually inclined matriarch of a holistic financial planning practice.

Jump On The Bandwagon

by Hannah Shaw Grove & Russ Alan Prince

Middle-class millionaires play a critical role in the future of the advisory business.

Retirement Doesn't Always Equal Happiness

by Roy Diliberto

People shouldn't retire just because society tells them to.

The Right Blend

by Mary Rowland

Some insurance agents offer policies that put clients‚ interests first–others don‚t.

Mission Critical

by David Lawrence

Developing an objective, reliable hiring process is crucial to hiring the right employee.

Retired Millionaire, Revisited

by Tracey Longo

Retiree Mike Kelly, a former banker, manages to live well on less than $60,000 a year.

From Video Blogs To Vista

by Andrew Gluck

Making marketing videos for your Web site; a look at the Vista fiasco.

The Big Chill


Advisor M&A feels the freeze from the financial services debacle.

Why Aren't We There Yet?

by David Drucker

What makes a profession, and how to meet that standard.

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Advisor Emporium


Fidelity Enhances RIA Management Platform Fidelity Investments is launching an enhanced practice management platform for registered investment advisors...

Editor's Note



Frontline News


Tumult At CFP Board's Ethics Commission After the Certified Financial Planner Board of Standards enacted changes to both the member selection process...