Investment Advisor January 2009

Features

Beginnings

  • Asset Allocation

    "The key to 2009 is whether an Obama stimulus package can ignite consumer rebound," says Kelly, the chief market strategist for JPMorgan Funds, adding that...

  • More Regulation Post-Madoff?

    The only thing they are certain of is that his alleged Ponzi scheme--estimated at $50 billion--will prompt fresh calls for regulators to beef up enforcement...

  • Focus on Financials

    No doubt about it: 2008 was a bad year for financial services stocks. The S&P 500 financial services index registered a 60% downturn through December...

  • What to Do Now?

    When you're in the middle of a crisis, by definition it's difficult to plan ahead to avoid the next crisis, but that's exactly what the...

  • Schwab Reorganizes; Fidelity Hires; Pershing Provides

    The three major custodians of RIA assets announced big executive changes and a new practice management program in just over a month. First, the largest RIA...

  • Focus Expands

    Focus Financial Partners, the buyer of advisory firms led by CEO Rudy Adolf, has entered the business of providing consulting help to brokers looking to...

  • Group Think

    ? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...

  • Changes

    ? The FPA named Tom Potts as president-elect for 2009. In addition, six new members were elected to the FPA's board--Michael Branham, Diana DeCharles, Paula...

  • Upgrades

    Fidelity Institutional Wealth Services said December 9 that 25 of its affiliated RIAs are using its WealthCentral platform, the Web-based, integrated wealth management platform that...

  • Green Giving

    "We at Alger have been expanding our charitable activities in both participation and donations for about seven years now, trying to focus on giving back...

Columns

Conclusions

Sidebar Stories