August 2009

A Potent Mix

by Caren Chesler

Laird Norton Tyee has succeeded at blending two very different firms: one that catered to old-money wealth and the other to first-generation millionaires.

Positively Turning 54

by Andrew Gluck

Seven ideas to help you with day-to-day activities.

Maybe MPT Isn't Dead?

by Harold Evensky

Before you decide to kill modern portfolio theory, consider the alternatives and their risks.

A Moving Experience

by David Lawrence

Relocating your office is a major undertaking, but taking these steps will ease the process.

Transparency: A Model For Our Profession

by Roy Diliberto

The fact is we all benefit from doing the right thing.

Still Optimistic


Most advisors are satisfied with their growth, but intense workloads and lousy markets have caused dissatisfaction to rise.

The Talking Cure


The CFP Board's got a new consumer advocate and public face: Eleanor Blayney.

Wish Upon An 'IAR'


RIA or IAR? The anagram you choose will depend on how big you are and how independent you want to be.

Seeking Alternatives


Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios.

Small-Cap Bounty

by Marla Brill

Small-cap ETFs have grown in number and offer some interesting choices.

A Better Balanced 'Core'

by Craig L. Israelsen

Balanced funds are based on outdated models and need to be better diversified.

Last Hand For Monte Carlo?

by Bruce W. Fraser

A popular retirement planning tool is under scrutiny.

Seeing Clearly Now

by Tere D’Amato

Financial turmoil makes it a perfect time to breathe new life into estate plans.

Playing It Safe

by Marla Brill

Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund.

What Can We Do?

by Seth Becker

The financial crisis shows that we must manage our own affairs­-or someone will do it for us.

Advisor Emporium

Advisor Emporium

Van Eck Offers Alternative Mutual Fund Van Eck Global, a money manager that offers diversification through global investing, is creating the Van Eck Multi-Manager...

Editor's Note

Editor's Note


One Great Issue Having spent most of the last two decades as an editor covering the financial advisory profession, I'm constantly reminded that money is not the...

Frontline News

Frontline News

Does Your E&O Cover Alternative Investments? Alternative investments are getting more attention after the calamitous market downturn decimated many a traditional...