Printer Friendly

Articles from Investment Advisor (April 1, 2014)

1-18 out of 18 article(s)
Title Author Type Words
Along for the ride? The number of MLP vehicles, and MLP assets, have surged. How to judge their role in client portfolios. Pabst, Curt 1914
Are your clients getting their retirement checkups? The distribution phase presents different variables from the accumulation phase. Andrus, Danielle 1399
Behind the numbers with Ben Warwick. Warwick, Ben 435
Getting more mileage from your lead advisor: the 2013 people and pay study: FA insight's annual people and pay study shows how firms can be more profitable if they help their most expensive employees work smarter. De Pardo, Eliza; Pelonio, Sarah 1614
Hedge investment exposure with currency: specialized currency products are still in their early days, but be prepared for clients to ask about them. Hamman, Noah 610
High speed, low drag: Innealta Capital combines high-tech risk management with ETFs. Clark, Bob 1358
How data security is like personal hygiene: smart advisors know they can't afford to neglect either. Skiles, Dan 751
Newcomers and natives in the land of wealth: understanding HNW clients may be easier once you know whether they're natives or immigrants to wealth. Mellan, Olivia Interview 1588
Overreaction can move markets--and not just domestically: statistically, humans are bound to act irrationally. Bhave, Aditya; Libertini, Nick 602
Per your request ... Green, James J. 639
Postponing the inevitable? Changes to the National Flood Insurance Program may be as changeable as the tides. Satter, Marlene Y. 675
Private funds: are you a "knowledgeable employee"? Newly released guidance from the SEC expands on the knowledgeable employee exemption. Giachetti, Thomas D. 707
SEC focused on 'preserving' money market funds; resources for advisor exams a 'crying need': SEC has 'laser' focus on the tax, cost and accounting concerns a money market rule could pose, Chairwoman Mary Jo White says. Waddell, Melanie 1216
The big secret to getting client referrals--and you'll hate it. 684
The post-merger blues: integrating advisory firms after a merger often brings more challenges than the merger itself. Tibergien, Mark 1342
The rise of smart beta: these strategies have attracted tons of money and adherents, but critics too. What does it mean for you and your clients? Green, James J. Cover story 2896
The single most important factor in an advisory makeover: the key to a successful advisory firm is making one key change at a time. Herbers, Angie 1378
White, Borzi and legislators focus on fiduciary: in what may well be a 'pivotal year' for fiduciary decisions, DOL is moving forward while the SEC may not move at all. Waddell, Melanie 1424

Terms of use | Privacy policy | Copyright © 2020 Farlex, Inc. | Feedback | For webmasters