December 2009

Perspective In Print

by Nick Murray

The ten best books of 2009.

Second-Act Strategies

by Marla Brill

Fund manager Jenny Jones favors steady eddies over fast growers as the rally matures.

A New Game


Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.

Chasing Returns

by Marla Brill

Emerging market ETFs are big winners this year, but concerns about unsustainable values are mounting.

Shades Of Green

by Marla Brill

Environmentally conscious funds and ETFs have turned around this year, but more narrowly focused plays have farther to go to regain lost ground. 

Innovation Forum Probes Investors' Psyches


Some changes could be permanent.

Bright Spots


Experts from around the country tell more than 500 attendees at the Financial Advisor Symposium how to make the most of a difficult economic climate.

Scanning Through Windows

by Joel P. Bruckenstein

PaperPort Professional 12 has been redesigned from the bottom up to make it more user friendly.

A Silver Lining?

by David J. Drucker

How do bad economies affect new client flow? Veteran advisors share their experiences.

Aligning Your Compensation With Your Services

by Roy Diliberto

The reality is, the model you choose depends on your service proposition.

Standards Of Care

by David Lawrence

Fiduciary concepts are having a bigger impact on the financial services industry and  your practice.

Apps Off The Beaten Path

by Andrew Gluck

Challengers to the established leaders offer some interesting options for advisors.

Which Way Is Up?


Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.

Absolute Return Obsession


With the correlation landscape changing, this strategy is growing.

Advisor Emporium

Advisor Emporium

National Financial Offers FDIC Coverage National Financial is launching a new program that enables retail broker-dealers to deposit cash from their customers' eligible...

Editor's Note

Advisors Are Hot


At this year's Financial Advisor Symposium in Orlando last month, Morningstar's Don Phillips was moderating a panel of All-Star mutual fund managers, and he asked Pittsburgh mutual fund maven Ron...

Frontline News

Frontline News

Financial Services Overhaul Getting Closer December should be a busy month for those involved with overhauling the U.S. financial services industry...