Investment Advisor March 2009

Features

Beginnings

Columns

Conclusions

Sidebar Stories

  • The Commonwealth Case Study

    As an observer at the Commonwealth Financial Network Chairman's Retreat, the annual gathering of the broker/dealer's top producers, the vibe is collegial in more ways...

  • Ironically, Maybe the Best of Times

    In an era when most advisory firms are suffering revenue drops of 20% or more over the prior year, you might think this would be...

  • When It Pays to Fight City Hall

    New SEC Chairman Mary Schapiro promises better enforcement from the Commission, but the securities law firm Sutherland Asbill & Brennan's annual analysis of litigated disciplinary...

  • News Flash: There's Heat Down There

    One alternative energy concept that is still relatively undeveloped in the U.S. is geothermal heating and cooling. Although in Iceland more than half the population...

  • Advisor, Know Thyself

    Olivia Mellan, the veteran IA columnist, psychotherapist, and money coach, suggests that in helping clients plan their retirement, it's essential not only to determine clients'...

  • Complex and Customized, but Also Disconnected

    Since retirement planning is now "more complex and more customized," says Dennis Gallant, the former Cerulli analyst and now president of his own research firm,...

  • The Bright Side of Non-Retirement

    "The whole notion of retirement does us all a disservice," says Daniel Wishnatsky, a planner who owns Special Kids Financial in Phoenix. "Horses are retired....

  • Road Maps for the Third Age

    Consider maintaining a library of Third Age literature and inspiring magazine articles to lend your clients as recommended reading between visits. These five books would be...

  • Shannon Eusey

    Shannon Eusey President and Chief Operating Officer Beacon Pointe Advisors 500 Newport Center Drive, Suite 125 Newport Beach, California 92660 Phone: 949-718-1600 Web site: www.bpadvisors.com Email: SEusey@bpadvisors.com Year firm founded: 2002 Number of advisors...

  • The Advisor's Toolkit for Client Stress Management and Positive Aging

    The cataclysmic financial changes in our economy have pushed many people into what I call their "primitive survival mode," or stress mode. Couples who haven't...

  • Human Capital Is Key

    The best leaders in this business deploy several key people development strategies by: o Providing work that matters o Systematically increasing responsibility o Engaging in discussions on aspirations...

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