June 2009

Money In Motion

by Jeff Schlegel

The economic crisis has wreaked havoc on wirehouses, and more advisors are looking for new opportunities.

Questions For Nick Murray

by Evan Simonnoff

Advisors will never again find so many people sitting on so much cash, so desperately in need of help with their retirement plans. This is simply prospecting heaven.

Social Networking And Advisors

by Andrew Gluck

Advisors are barely scratching the surface in their use of social networking.

Choosing A Coach

by Bill Bachrach

Eleven keys to choosing the right training and/or coaching program for you.

The Efficiency Game

by David Lawrence

Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently.

Sharing The Wealth

by Roy Diliberto

The key to growth and firm longevity is offering ownership opportunities to valuable employees.

Total Service


Baystate Financial uses its wide array of services to advise small business owners.

Stepping It Up

by Joel P. Bruckenstein

Broker-dealers are enhancing the technology they offer to advisors.

REIT Place, Wrong Time

by Erc Rasmussen

The gutted real estate investment trust market girds itself for more pain.

Distressed Mortgages

by David J. Drucker

A couple of companies have found a way for investors to support the bank bailout process while also helping the almost-homeless.

ETF Portfolios To Go

by Marla Brill

ETF portfolio management services pitch to financial advisors.

Defibrillating The Markets

by Eric Uhlfelder

Economist Henry Kaufman believes the U.S. financial system will likely require continued massive public capitalization, vastly improved regulatory oversight and more.

VUL Slides With Market

by Raymond Fazzi

Variable universal life continues to be the black sheep of the life insurance product family.

Small-Cap Buys

by Marla Brill

Neuberger Berman's Robert D'Alelio likes companies with low debt and an emerging market presence.

What Is Wrong With Money?

by Richard B. Wagner

Its features make it unpredictable, mysterious and unreliable.

Liquid Investment


Water provides an ocean of investing opportunities.

It's Getting Better

by Eric L. Reiner

Bigger tax breaks make greening a home or office more feasible.

Advisor Emporium

Advisor Emporium

Genworth Enhances Investment Management Platform Genworth Financial Wealth Management is enhancing its investment management platform to help advisors through the current...

Frontline News

Frontline News

Industry Groups Want Oversight Board For Planners A consortium of leading financial advisory trade organizations is calling for a professional standards-setting oversight...

Letters to the Editor

The Perfect Client


Ever since last September, when an ordinary bear market turned vicious and a mild recession became the Great Recession, a certain type of individual keeps surfacing in my thoughts...