Investment Advisor April 2008

Features

  • Like Client, Like Advisor

    New research on the habits of Americans who espouse typical middle-class values but have assets of more than $1 million show these people have a...

  • Out of the Lab

    In talking about the advisory profession, and even the more rarefied wealth management dodge, industry pundits and other gadflys often make the point that it's...

  • E Pluribus Unum

    As financial advisors, we deal with a broad range of issues with our clients, many of which go way beyond money. Because of the nature...

  • Wedge Issue

    Many taxpayers and even their advisors may be unaware that recent tax code changes now provide for an accelerated depreciation deduction beyond that which is...

  • Protection Money

    I'm regularly surprised by how few asset managers have an investment strategy that can accommodate declining equity prices. Retaining equity positions in "good companies" through...

  • Northern Exposure

    Advisors have long known about globalization and how much faster many other countries--especially emerging markets like China, India, Russia, and Brazil--have been growing than the...

  • Deep Bench

    "I only have one rule about wealth managers," Mark Tibergien likes to quip, "they must have wealthy clients." If the current managing director of Pershing...

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