February 2010

Military Security

by Gail Liberman

Holly Petraeus fights a war on American soil against financial rip-offs and naivete plaguing U.S. Service members.

Signing Off, Signing On


Pittsburgh news anchor Bob Bruce did his last broadcast in December. Now he's a full-time financial advisor. 

Don Pitti-A Remembrance

by Igor M. Tomic

In Memoriam

Exit Strategies

by Michelle Knight

The road out of the recession is fraught with risks that include spiraling budget deficits and out-of-control inflation.

The Roth Puzzle

by Andrew Gluck

New tools may help advisors determine whether a Roth conversion makes sense.

Basic Truths

by Roy Diliberto

These truths for financial life planners form the foundation of their integrity.

How To Ruin A New Hire

by Caleb Brown

Advisors often make these mistakes when hiring a new employee. Here's how to avoid them.

Seeking Status

by Gary C. Bubb

Employees seeking a membership interest in an LLC might find themselves in tax limbo.

Who Cares?

by David J. Drucker

When your client of ten years calls to say his wife just died, your response may make or break that relationship.

One For The Short List

by Joel P. Bruckenstein

Image Executive allows advisors to operate more productively, efficiently and securely.

Going For Gold


The Winter Olympics come to Vancouver this month, shining a light on Canada-and its investment opportunities.

Taming The Currency Elephant

by Marla Brill

Currency ETFs provide easy access to a huge but ignored asset class.

Movie Mania


A new company called IndieVest hopes it can make independent films turn a profit for investors. Will the model work?

Latest Look

by Leslie Scism

Redesigned variable annuities are pitched to investors.

Practical GRATs

by Bruce A. Weininger

Although underutilized, simple GRATs made up of marketable equity securities can be very effective estate planning tools.

Shaking The Foundation

by Eric L. Reiner

Donor-advised funds report droves of conversions from private foundations.

Momentum Becomes Value

by Marla Brill

Mark Donovan looks for cheap stocks with a momentum driver.

Hardly Modern

by Brian Dightman

MPT needs to be updated to address issues like volatility distortion. Enter PMPT.

Advisor Emporium

Advisor Emporium

Advisor Emporium

Editor's Note

Frontline News

Frontline News

Branch Managers Break Away To Independence (Dow Jones) The move to trim middle management at wirehouses is driving a growing number of branch managers toward...