Investment Advisor July 2009

Features

  • Bilocation

    We are quickly becoming a single, global community thanks to the 24-hour international media, the spread of the Internet, the immediacy of shared environmental challenges,...

  • Right in Front of You

    At wealth management firm LarsonAllen Financial, technology has been a key budget item during the past four years as the firm has transitioned to a...

Beginnings

Columns

Conclusions

Sidebar Stories

  • The Ethics of Advice

    The definition for, and the application of, a fiduciary standard is a topic in great debate now within the U.S. financial services industry. In Australia,...

  • Watch Out

    Following are some common traps in determining intellectual property rights, from Sharon K. Sandeen's Intellectual Property Deskbook for the Business Lawyer (American Bar Association, 2008). 1....

  • How To Make Cap and Trade Work

    According to the Environmental Defense Fund, a successful market-based cap and trade program for carbon emissions requires a few minimum elements. All of the following...

  • Crisis Hits Middle-Class Retirees Hard

    In the last six months of 2008, the financial future of retirees and pre-retirees took a huge blow, according to a recent report released by...

  • The IRS Weighs In

    If past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. In May 2009, the...

  • How to Speak Australian

    Anyone who's ever been to an Outback Steakhouse knows the difference between a Bloke and a Sheila, and probably that Foster's is Australian for beer....

  • Behavior Modification

    Beyond providing money for emergencies, a generation-skipping trust can be structured in ways that attempt to guide the behavior and life choices of future generations...

  • How Much Can You Save?

    Everybody says that automating regularly conducted tasks can save an advisory firm money, but how much? For instance, Schwab Technology Consultants estimates that for every...

  • Tech Evangelist

    One of the most effective ways to get staff to use the technology that a firm already possesses to its full advantage is to appoint...

  • Regulatory Reform Angst

    It's clear that advisors are worried about the impact of regulatory reform measures--specifically now that President Obama's blueprint (announced June 17 and available for download...

  • Changing Shades of Blue

    As of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...

  • What Do Advisors Want?

    When it comes to service from their custodians, advisors want accurate, timely information, but they also want a partner with integrity. In fact, when asked...

  • A Well-Founded Distrust

    Cultural differences about money and investing are often rooted in sometimes bitter experience. That's likely the case with people from Argentina. According to my son,...

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