Investment Advisor January 2014

Features

Beginnings

Columns

Conclusions

Sidebar Stories

  • The QES Approach

    Ben Warwick is the founder of Quantitative Equity Strategies (QES), a Denver-based quant shop that specializes in the construction of alternative indices for mutual funds and ETFs.

  • Advisors, Gear Up for a ‘Difficult Filing Season’

    Tax experts warned advisors to be aware of the 57 federal tax provisions that expired at year end, which include the deduction for state and local sales tax, the above-the-line deduction for tuition and tax-free distributions from IRAs for charitable purposes.

  • A Choice of Investment Styles at a Reasonable Price

    Karen Ramsey believes that money is meant to be a source of freedom and power.

  • Why Reps Stay; Why Reps Leave

    In the latest of a series of reports on what the world will look like in the future for advisors and the companies with which they partner, Pershing released in early December “Broker-Dealer of the Future II,” in which it delineates six “stunning transformations” that it says BDs must experience...