August 2012

Pearls Of Wisdom

by Ben Mattlin

The five most important things advisors have learned about running a successful practice.

What Are They Thinking?

by James Picerno

Advisors discuss their favorite resources for surviving (and thriving) in the money game.

Drawing A Hard Line

by Robert Kreitler

How advisors can use critical path strategies to provide cash flow in retirement.

Capital In Motion

by Mary Rowland

A new book defends the role of America's super wealthy and the importance of their financial advisors.

Labels Matter

by Roy Diliberto

Financial planning will never be understood if those who practice it don't call themselves financial planners.

Challenges Abroad

by David Lawrence

Advisors from other countries describe issues they face.

Don't Undervalue Your Work

by Bill Bachrach

Five ways advisors leave money on the table.

The Great Migration


Though they aren't moving as fast as they were a few years ago, advisors are still in play for independent broker-dealers.

A Promising Road

by Jon Beatty

Advisors are enjoying strong growth despite significant challenges in the financial markets.

Big Retirement Threat

by Joel P. Bruckenstein

RetireMark helps advisors estimate client health costs.

Fighting ETF Fires

by Marla Brill

A new ETF trade group has formed to educate advisors, investors and the financial media.

Can REITs Keep Landing Punches?


Global REITs have boasted excellent returns. So why are people wary?

Preferred Stock Market Going Through Changes

by Alan Lavine

Regulatory changes may lead to a dramatic fall in issuance.

The Inefficiency Of Efficient Frontiers

by Jarrett Solomon

Studies show that the theory behind the efficient frontier is much sounder than its real-world application.

Value Play

by Marla Brill

This fund has managed to beat most of its equity-income competitors over the last several years.

Minimizing The Pain

by Jeffrey H. Rattiner

The harsh and overlooked financial side of personal financial planning for divorce.

Playing By The Rules

by Eleanor Blayney

Advisors need to make important changes in how they communicate with and advise women.

Advisor Emporium

Advisor Emporium

Orion Connect App On Omaha, Neb.-based Orion Advisor Services has released a new version of its portfolio accounting software for Salesforce...

Frontline News

Frontline News

Health-Care Reform Taxes Alter Client Strategies Two new levies on high-income individuals were cemented into the tax code when the U.S...

Letters to the Editor