Investment Advisor April 2006

Cover Story

Features

  • Your Best Partners

    Technology for financial advisors has come a long way in recent years, but probably remains the most complained-about aspect of running an advisory practice. After...

  • Anything but Middling

    During the past several years while virtually all the net flows for mutual funds went to value funds, there was a small cadre of growth...

  • Self Improvement

    What are advisors' goals today? Improving business practices and investment knowledge, connecting with clients in a more challenging market, and making more tactical/opportunistic investments were...

  • Lifelong Learners

    There are many advisory firms that place a premium on continuing education and professional accreditation. Depending on its business model, it's not uncommon for a...

  • Best of Breed

    Separately managed accounts (SMAs) are a segment of money management that is growing ever more popular with advisors who work with high-net-worth individuals, large family...

Beginnings

Columns

  • From Silo to Ensemble

    Once upon a time, the financial planning industry was primarily made up of solo practitioners. They took root as independent firms in local communities, and...

  • Is Bigger Really Better?

    I may set a new record for conflicts of interest with this column. It's even hard to know where to start. First, Pershing Advisor Solutions,...

  • Meeting the Need for Income

    A host of financial services firms are coming out with new products to help advisors protect their retirees' income streams--everything from annuities that offer longevity...

Conclusions

  • Solving the 419 Plan Puzzle

    Don't you suspect that if you could afford the best accountants, you, too, would be privy to the tax-saving secrets reserved for the business elite?...

  • Understanding Drawdowns

    The mutual fund industry and many investment professionals have a well-guarded secret they do not want the investing public to know about: drawdowns. Drawdowns are,...

Sidebar Stories

  • Brochure Costs

    To give you an idea of the relative cost of brochures, let's start with the most expensive, a 16- pager with the works. Hiring a...

  • SIX STEPS

    Make sure you take these precautions when checking out the latest tax shelter. o Read everything! Don't rely on the sales presentation and reassurances of the...

  • EIGHT PRACTICAL TIPS for OLDER CLIENTS

    A phenomenal amount of information is pouring out of research labs about how the brain works, how its processes change as time goes on, and...

  • About the Manager

    As director, mid-cap equity, and senior portfolio manager at Munder Capital Management in Birmingham, Michigan, Tony Dong, CFA, manages 2.5 billion in the Munder Funds...

  • BRIGHTWORTH PRIVATE WEALTH COUNSEL

    5445 Triangle Parkway, Suite 150, Norcross, Georgia 30092 770-368-1700 Fax: 770-246-0319 www.brightworth.com Year Practice Began: 1997 Number of Advisors in firm: 4 Number of financial planners: 4 Number of investment researchers: 3 Number of support...

  • Older, but Healthier

    The portion of the U.S. population age 65 and older is expected to double during the next 25 years, but this may be no reason...

  • Behind the Numbers,with Gail Dudack

    Energy prices should go down for the year overall, with crude oil averaging out to $55 a barrel, according to the Managing Partner of the...