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RIA Job Satisfaction, AUM Rebounds

Friday, 05 March 2010
The RIA community returned to a growth mode in the second half of 2009, as 72% of advisors surveyed said their business was in an expansion mode, according to a new survey.

Study Sees Clients Saving More

Wednesday, 03 March 2010
The Great Recession has caused people to act less like the fabled grasshopper and more like the ant, according to a new survey of independent advisors.

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A View From Above

By Eric Uhlfelder, March 2010 issue
An interview with Harvard economic historian Niall Ferguson.

Markowitz: MPT Holds Up

By Alan Lavine, March 2010 issue
MPT never claimed diversification would help during financial crises.

The Age Of Living Lean

By Evan Simonoff, March 2010 issue
Loomis Sayles’ Dan Fuss sees a soft recovery in which quality businesses gain at the expense of the rest.

Exit Strategies

By Michelle Knight, February 2010 issue
The road out of the recession is fraught with risks that include spiraling budget deficits and out-of-control inflation.

Advisors Remain Optimistic, Survey Says

Tuesday, 19 January 2010
A majority of advisors headed into 2010 feeling optimistic, but with a greater desire to focus on risk mitigation, according to a new survey.

Survey: Affluent Less Worried About Economy

By Ray Fazzi - Wednesday, 13 January 2010

The economy has declined as a big worry among the affluent, according to a new survey.

A Sensible Strategy

By J. Michael Martin, January 2010 issue
Here are six suggestions for investing in a new reality.

Is Goldilocks Back?

By Dorothy Hinchcliff - Tuesday, 15 December 2009
On December 13, my morning was boring enough that I watched former Fed Chairman Alan Greenspan make an appearance on a show that has earned the soubriquet, Meet The Depressed.

Like most prognosticators, the once Sphinx-like Greenspan’s reputation has taken a bit of a hit recently. But since he is a serious student of economic history who was a child during the Great Depression, I wanted to hear his perspective, especially because he can now tell us what he really thinks.

Affluent Households More Optimistic

Friday, 04 December 2009
Affluent households are more confident about investments than they have been in nearly two years, according to the Spectrem Affluent Investor Confidence Index.

Which Way Is Up?

By Eric Rasmussen, December 2009 issue
Conflicting signs make it hard to embrace the idea that the recession is over. Yet some investment sectors are starting to perk up.

Innovation Forum Probes Investors’ Psyches

By Evan Simonoff, December 2009 issue
Some changes could be permanent.

Bright Spots

By Dorothy Hinchcliff, December 2009 issue
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.

A Silver Lining?

By David J. Drucker, December 2009 issue
How do bad economies affect new client flow? Veteran advisors share their experiences.

V-Shaped Recovery...Well, Maybe

Wednesday, 25 November 2009
The economy is getting ready to roar. In fact, the roar could blast your eardrums—at least according to two obscure economic indicators.

Steve Forbes Lambastes The Fed At The Financial Advisor Symposium

Friday, 13 November 2009
Steve Forbes criticized the Bush administration for failing the country in its handling of the financial crisis and the Obama administration for willfully misinterpreting the election results.

A New Game

By Gail Liberman, November 2009 issue
With credit companies tightening their lending, some clients may need help in making the right decisions to maintain their credit scores.

Betting On An M&A Boom

By Evan Simonoff, November 2009 issue
Leuthold’s CIO is looking for acquisition targets, particularly in technology and biotech.

The Market Nobody Trusts

By Evan Simonoff, October 2009 issue
More observers think the market is telling us something, while others show rage at the rosier forecasts.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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