Investment Advisor March 2007

Features

  • Getting It Together

    Online account aggregation, the process of collecting positions, balances, and transactions from Web sites and online sources for multiple accounts, and presenting the combined statement...

  • Native Speaker

    For investors who want the local flavor of investing in a region outside the U.S., it is necessary to have a sophisticated guide who understands...

  • More Than Managing Numbers

    If it has anything to do with money, Mike Tucci and Kristine Porcaro are able to handle it for their clients. Their firm, Lexington Wealth...

  • Just Like You

    When is a directory (as the one that follows) like an obituary? When it attempts to list in a few short lines the life story...

Beginnings

  • Signing Up "Free Agents"

    About Olivia Mellan's January 2007 column "Retiring Retirement," a couple of points. Concerning the common situation where there is a disparity of plans between spouses,...

  • Asset Allocation, March 2007

    To learn this month's recommended asset allocations of Investment Advisor's panel of distinguished economists and money managers, click here.

  • Want Less Risk? Try Hedge Funds

    The risk associated with hedge funds and hedge fund-like mutual funds can in some cases be substantially lower than that attached to common types of...

  • Global Bonds Go Mainstream

    Foreign bonds can form an important portion of an investor's diversified portfolio since they exhibit such low correlations with both U.S. stocks and U.S. bonds....

  • Your Partners' Role In Retirement Planning

    "Advisors have been in the retirement business since day one," admits Charles Goldman, but a "giant psychographic shift" has occurred among boomer preretirees who are...

  • From Morningstar, Select Stock Baskets

    Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services--Managed Portfolios Select Stock Baskets. Available only through advisors, the...

  • An Independent Voice

    The Financial Services Institute (FSI) kicked off its annual conference at Disney World in Orlando, Florida, on January 29 with the group's new chair, John...

  • Catching up with... Tim Meyer

    An increasingly important investment vehicle for many advisors looking to capture all or part of the market while keeping expenses to a minimum has been...

  • March 2007

    NASAA, the state securities regulators association, reported that between 2004 and 2005, 26% of the 3,635 state enforcement actions dealt with the financial exploitation of...

  • March 2007

    UBS announced the appointment of Michael Roberts as managing director and head of UBS Trust Services, which comprises both personal and corporate trust businesses. UBS...

  • March 2007

    Charles Schwab has launched Schwab Advisor Portfolio, a way for advisors who work with Schwab Institutional and TPAs to customize the investment choices, including Schwab's...

  • Small Picture, Big Picture

    Mitch Kramer, principal of Fluent Financial in Dallas, is like many advisors. He understands the business world but is equally focused on serving his clients,...

  • Overseas Still Appeals

    The grass looked greener around the world again in 2006, as investors stayed enamored of foreign markets. Strategic Insight reported that international equity funds posted...

  • Silver Lining

    The one-time "Sheriff of Wall Street," is now at loggerheads with the legislative leaders in Albany. Dubya is now playing nice with Nancy Pelosi, of...

Columns

Conclusions

Sidebar Stories

  • The Community Property Nine

    There are nine states where marital property laws are governed by community property rules, a scheme derived from Spanish law under which married persons are...

  • How Lucky Can You Get?

    There's no such thing as "dumb luck," says psychologist Richard Wiseman, professor of Public Understanding of Psychology at the University of Hertfordshire in England. According...

  • Investing Luck: Is It Chance or Skill?

    In my opinion, skill and chance both play a role in producing exceptional portfolio performance. Where investment advisors can really add value is in using...

  • Myths Vs. Reality

    Myth: Account aggregation is just screen scraping. Reality: Screen scraping refers to the gathering of data via HTML. Account aggregators rely on pure HTML for...

  • Heart of the Matter

    As one might expect, an advantage of working with the Private Wealth Management unit at The Hartford is the ability to gain access to "high-touch"...

  • About the manager

    London-based Gonzalo P??ngaro is VP and an investment committee member for T. Rowe Price International Funds, Inc., and VP and portfolio manager for T. Rowe...

  • What are your peers doing to prepare?

    Advisors are well aware of the coming retirement boom, and indicate that they feel pretty confident in their abilities to handle the investment issues that...

  • Alternatives to Annuities

    While there are many ways to build retirement portfolios, some advisors say that building an income-producing portfolio of taxable bonds is old news: low interest...

  • Growth From Adversity

    Most of us have learned to separate the personal from the business aspects of our lives, even though advisors are constantly dealing with clients' most...

  • Lexington Wealth Management

    1666 Massachusetts Ave. Lexington, Massachusetts 02420 Phone: 781-860-7745 130 West 42nd Street, Suite 904 New York, New York 10036 Phone: 212-697-3930 Web site: www.lexingtonwealth.com e-mail: info@lexingtonwealth.com Number of advisors in firm: 6 Number of...

  • Longevity Risk and VAs

    "The longevity risk factor is an enormous one for this industry," says Art Kopf, an industry veteran who is a senior marketing services representative for...

  • Behind the Numbers, with Gary Shilling

    "I think the economy is in trouble," says Gary Shilling, portfolio strategist for A. Gary Shilling & Co. "Housing is going to sink the economy...

  • The Registration Numbers

    Here's a breakdown of how, and where, advisors and brokers are registered. The numbers were presented by Melanie Lubin, Maryland's Securities Commissioner, at the ALI-ABA...

  • How the Affluent Feel

    The New Year did not change the outlook of the affluent significantly, according to the Spectrem Group's research. The Spectrem Affluent Investor Index, which measures...

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