Investment Advisor January 2006

Features

  • Listen Up

    The research is in and it turns out that it pays to listen to your clients. The results of the 2005 Rydex Advisor Benchmarking Survey...

  • Producer Group

    In your search to find business approaches that can make your practice stand out, you may have found that real value is more elusive than...

  • The Growth Resolution

    This January space is a guest columnist's dream: It comes precisely at the moment when you've had time to make New Year's resolutions--both personal and...

  • Boxes Are Not Classes

    In the September 2005 Investment Advisor, we showed that investing constrained by characteristics (value-growth and market capitalization) costs investors almost 300 basis points per year...

  • Far From Fossilized

    The offices of Advisors Capital Management may be liberally sprinkled with dinosaur bones, shark's teeth, ammonites, orthoceras, and other specimens from Chuck Lieberman's collection of...

  • Many Happy Returns

    Heading into the next quarter-century of Investment Advisor, we wondered if there were any diversified equities funds that have been managed for 25 years or...

  • Balancing Act

    What a remarkable time these last few years have been for independent broker/dealers. The markets have recovered from a bubble, a crash, a grinding bear...

  • A Notch Higher

    For a few years now, consolidation and regulatory scrutiny have been the buzzwords in the clearing business, but executives at clearing firms say another trend...

Beginnings

Columns

  • Financial Planning's Future

    Financial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...

  • Two Steps Back?

    I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...

  • Banking on Wealth Management

    Attend any industry conference or chat with colleagues or consultants, and you'll hear the buzzword du jour: wealth management. Many advisors are attempting to provide...

  • I Me Mine

    Americans are sometimes accused by other people of being self-indulgent, egocentric, and certain that whatever they do is right. This portrait of national egotism isn't borne...

  • Often, Smaller Can Be Better

    Like many financial planners, I've had reservations about the current conventional wisdom that practices need to get bigger to survive and prosper. It seems like...

Conclusions

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