September 2010

Both Sides Of The Ledger

by C. Michael Carty and Julia M. Carty

Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.

Ibbotson Finds Liquidity Rules


The pioneering academic uncovers some remarkable trends regarding illiquid equities.

Broken Plans

by Andrew Gluck

Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done?

The Need For Simplicity

by David Lawrence

How to prepare reports efficiently while keeping them understandable for clients.

Avoiding Mediocrity

by Bill Bachrach

In business and life, delaying gratification and making smarter long-term choices is vital.

Money And Maturity

by Mitch Anthony

In part three of Return On Life Realities, let's explore how the meaning people place on money changes as they age.

Stronger Bonds

by David B. Armstrong

Conducting liability reviews with clients will strengthen your relationships with them.

Going Dutch For Advisors?

by Caren Chesler

How do you merge finances in a marriage if both spouses already have separate advisors?

Key Role

by Joel P. Bruckenstein

Custodians are upping their technology offerings to RIAs.

Lowdown On Alternatives


Financial Advisor's Innovative Alternative Strategies conference explored alternative investments ranging fromĀ  covered calls to the Chicago Cubs.

Counting On Green


The BP disaster has thrown a spotlight on environmental, social and governance data.

Gulf Lessons

by Jerilyn Klein Bier

Was BP ever green? ESG fund managers share their views.

The Muni Minefield

by Riva D. Atlas

Why a diversified portfolio of municipal bonds may be a safe place to invest despite the harsh words against them.

Are Small Caps' Outsized Gains Over?

by Bruce W. Fraser

Momentum seems to favor small-cap stocks over their large-cap counterparts.

Gold Stays In Spotlight

by Alan Lavine

But advisors wrestle with issues surrounding the metal.

Semiannual Separately Managed Account Ranking

FA's Semiannual SMA Ranking.

Finding A Bright Spot

by Marla Brill

The Forward Select Income Fund looks to high-yield REIT preferred stock for income.

You Are Not Yale

by Paul R. Sanford

Individual investors have a host of other issues to consider that put them in a different position than Yale's David Swensen.

Advisor Emporium

Advisor Emporium

Advisor Emporium

Editor's Note

Frontline News

Frontline News

Frontline News

Letters to the Editor


Letter to the Editor