Investment Advisor January 2010

Features

  • Delivering Diversification

    Despite the widespread acceptance of diversification as an investment benefit, the fact remains that there's never existed a genuine way to actually quantify either its...

  • Advisor Exceptionalism

    The stress testing endured by advisory firms over the last 18 months yielded an uncomfortable, and at times overwhelming, level of pressure for advisory firm...

Beginnings

Columns

Conclusions

Sidebar Stories

  • It's Just Business

    When Scott Hanson talks about Hanson McClain's new venture to serve the middle class, he puts it into a business perspective, and explains why he...

  • Ten for 2010

    Take these ten digestible steps this year to regain control of your practices and get back on the road to growth. 1. Assess pricing strategy 2. Determine...

  • About the Firm

    Hanson McClain 3620 Fair Oaks Boulevard Suite 300 Sacramento, California 95864 Phone: 916.979.4077 Fax: 916.483.9661 E-mail: info@hansonmcclain.com Web site: www.moneymatters.com Scott Hanson, CFP, CFS, ChFC Senior partner, founding principal Pat McClain, ChFC Senior partner, founding principal Year...

  • The Power of Radio

    In the modern world just about every business has a Web site and uses e-mail. Hanson McClain is no different, but the firm also utilizes...

  • Who Owns Whom?

    Eric Park, an advisor with Steamboat Financial Group in Washington, Missouri, reminded me in a recent e-mail that as we go through life, we accumulate...

  • How a Firm Works Best

    In my December 2008 column, I talked about how to create real-world job descriptions based on the various tasks that are performed in your firm,...

  • The Power of Empathy

    The fraud perpetrated by Bernie Madoff and abetted by Ezra Merkin, a money manager and financier, could succeed in part because the "weapons of influence"...

  • Evaluating Financial Aid Consultants

    There's nothing wrong with charging a fee for providing information and analysis, even if people could find the information on their own. We do it...

  • Too Good to Be True

    Stuart Egrin, director of regulatory affairs at Invescor, which provides life settlement back office and brokerage services to B/Ds and insurance companies, says that advisors...