July 2010

More Refined In 2009


RIA assets surged in 2009, but companies were still nursing a hangover from the crazy recession ride.

Are Advisors Delusional?


Mark Hurley says they are because they believe their firms are very valuable-but most aren't.

Volatility Is Here To Stay

by J. Michael Martin

Let's learn to manage it.

A New Era

by Andrew Gluck

With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.

Every Project Needs A Plan

by David Lawrence

Doing a project well means that you must map out the steps, or risk being derailed.

Practice Overload

by Bill Bachrach

Advisors have too many clients and are working too many hours, for too little money.

Beyond MPT

by Mary Rowland

Technical analysis firm and money manager Dorsey Wright has gained adherents for its point-and- figure research.

Return On Life Realities

by Mitch Anthonly

Don't let your clients get fixated on a number.

I'm Buying ... You Selling?

by David J. Drucker

Donna Skeels Cygan didn't know she wanted to sell her advisory practice until she got an offer.

Gunning For Growth

by Bernie Clark

RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again.

Best Of Both Worlds?

by Joel P. Bruckenstein

NaviPlan Select combines the capabilities of EISI's two popular software offerings.

Financial Tornado

by Raymond Fazzi

What's going on in Europe right now will have to run its course.

Timing Is Everything

by C. Michael Carty and Julia M. Carty

Leveraged and inverse-leveraged ETPs can be good tactical tools, but can produce outsized losses as well.

The College Game

by David M. Dalton and Megan R. Dalton

Affluent families can take advantage of IRS rules to help make college expenses more affordable.

The Healing Of 529 Plans

by Marla Brill

Conservative investments and lower fees are attracting new clients.

Turnaround Maven

by Marla Brill

Westport Fund manager Ed Nicklin steps in when companies stumble.

Who's Afraid Of The Big Bad Wolves?

by Richard B. Wagner

Financial planners must stand for some inviolable concepts when it comes to lurking evils that threaten us and our clients.

Seeking Alpha, Avoiding Beta


Advisors turn to alternative investments in search of returns without the volatility.

Innovative Alternative Strategies Conference Supplement

First Annual Innovative Alternative Strategies Conference

Advisor Emporium

Advisor Emporium

Advisor Emporium

Editor's Note

Ten Years


Editor's Note

Frontline News

Frontline News

Frontline News